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 4-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,095 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,117 | $48,698-13.5% | $93,606-55.0% | $199,593-78.9% |
| Participation rate | 93.4% | 63.5%+29.9pp | 68.7%+24.7pp | 72.0%+21.5pp |
| Annual return | 97.08% | 15.34%+81.7pp | 133.20%-36.1pp | 34.25%+62.8pp |
| Employer contribution / active EE | $1,442 | $1,135+27.1% | $2,420-40.4% | $3,034-52.5% |
| Participant deferral / active EE | $3,329 | $2,817+18.2% | $4,411-24.5% | $5,087-34.5% |
| Admin fee / account holder | $76 | $195-61.2% | $8,285-99.1% | $269-71.8% |