See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,927 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,375 | $89,248+237.7% | $136,007+121.6% | $74,495+304.6% |
| Participation rate | 99.1% | 69.4%+29.7pp | 76.5%+22.7pp | 67.2%+31.9pp |
| Annual return | 14.23% | 22.76%-8.5pp | 579.32%-565.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $5,095 | $2,838+79.5% | $4,217+20.8% | $2,623+94.2% |
| Participant deferral / active EE | $14,031 | $4,598+205.2% | $7,025+99.7% | $4,346+222.9% |
| Admin fee / account holder | $260 | $1,545-83.1% | $6,858-96.2% | $1,942-86.6% |