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 | $172,335 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,339 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,959 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,165 | $52,224-67.1% | $88,946-80.7% | $102,872-83.3% |
| Participation rate | 87.4% | 40.8%+46.6pp | 68.8%+18.6pp | 73.0%+14.4pp |
| Annual return | 27.36% | 16.96%+10.4pp | 57.82%-30.5pp | 19.06%+8.3pp |
| Employer contribution / active EE | $1,093 | $1,241-11.9% | $2,555-57.2% | $3,526-69.0% |
| Participant deferral / active EE | $3,310 | $2,611+26.7% | $4,581-27.8% | $5,535-40.2% |
| Admin fee / account holder | $175 | $1,723-89.8% | $8,261-97.9% | $292-40.1% |