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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,007 |
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 | $99,418 | $79,171+25.6% | $102,423-2.9% | $74,495+33.5% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.54% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,883 | $2,362+22.1% | $3,023-4.6% | $2,623+9.9% |
| Participant deferral / active EE | $8,981 | $4,415+103.4% | $5,053+77.7% | $4,346+106.7% |
| Admin fee / account holder | $231 | $2,001-88.5% | $9,451-97.6% | $1,942-88.1% |