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 10-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $364,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,280 | $73,283-20.5% | $155,509-62.5% | $106,382-45.2% |
| Participation rate | 82.6% | 73.3%+9.4pp | 78.2%+4.4pp | 69.9%+12.8pp |
| Annual return | 12.79% | 15.77%-3.0pp | 64.67%-51.9pp | 17.37%-4.6pp |
| Employer contribution / active EE | $1,976 | $2,247-12.1% | $4,672-57.7% | $3,364-41.2% |
| Participant deferral / active EE | $3,954 | $4,580-13.7% | $5,626-29.7% | $5,569-29.0% |
| Admin fee / account holder | $17 | $56-69.4% | $15,912-99.9% | $79-78.3% |