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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,761 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $438 |
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 | $47,527 | $82,978-42.7% | $130,231-63.5% | $74,419-36.1% |
| Participation rate | 94.0% | 73.7%+20.4pp | 76.3%+17.7pp | 70.7%+23.3pp |
| Annual return | 18.21% | 123.05%-104.8pp | 38.77%-20.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,651 | $3,391-21.8% | $4,126-35.7% | $2,637+0.5% |
| Participant deferral / active EE | $4,298 | $5,370-20.0% | $6,799-36.8% | $4,528-5.1% |
| Admin fee / account holder | $22 | $354-93.9% | $6,020-99.6% | $348-93.8% |