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 5-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 EASR ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,472 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $367 |
ORIENTAL BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 99 P O BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,602 | $29,548-50.6% | $56,411-74.1% | $77,643-81.2% |
| Participation rate | 15.4% | 32.7%-17.3pp | 52.5%-37.1pp | 70.6%-55.2pp |
| Annual return | 14.34% | 19.01%-4.7pp | 1701.33%-1687.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $196 | $568-65.4% | $1,039-81.1% | $2,726-92.8% |
| Participant deferral / active EE | $412 | $1,061-61.2% | $1,952-78.9% | $4,647-91.1% |
| Admin fee / account holder | $208 | $1,046-80.1% | $2,829-92.6% | $430-51.6% |