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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,881 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,416 |
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 | $52,208 | $89,588-41.7% | $136,007-61.6% | $77,643-32.8% |
| Participation rate | 96.4% | 74.3%+22.1pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 14.96% | 17.42%-2.5pp | 579.32%-564.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,636 | $3,491-24.5% | $4,217-37.5% | $2,726-3.3% |
| Participant deferral / active EE | $4,382 | $5,591-21.6% | $7,025-37.6% | $4,647-5.7% |
| Admin fee / account holder | $20 | $539-96.2% | $6,858-99.7% | $430-95.3% |