See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $209,690 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $95,906 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $48,541 | $66,457-27.0% | $81,382-40.4% | $77,643-37.5% |
| Participation rate | 97.2% | 68.7%+28.5pp | 69.5%+27.7pp | 70.6%+26.6pp |
| Annual return | 12.85% | 15.93%-3.1pp | 24.73%-11.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,041 | $2,159-5.5% | $2,463-17.1% | $2,726-25.1% |
| Participant deferral / active EE | $5,166 | $3,679+40.4% | $3,883+33.0% | $4,647+11.2% |
| Admin fee / account holder | $241 | $583-58.6% | $5,768-95.8% | $430-43.9% |