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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,227 |
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 | $288,603 | $80,138+260.1% | $130,231+121.6% | $71,457+303.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 15.77% | 16.81%-1.0pp | 38.77%-23.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $4,896 | $2,834+72.7% | $4,126+18.7% | $2,588+89.2% |
| Participant deferral / active EE | $13,670 | $4,641+194.6% | $6,799+101.1% | $4,289+218.7% |
| Admin fee / account holder | $243 | $1,035-76.5% | $6,020-96.0% | $1,587-84.7% |