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 9-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 |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $63,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $247 |
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 | $27,132 | $50,815-46.6% | $155,509-82.6% | $77,643-65.1% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 14.36% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,617 | $1,993-18.8% | $4,672-65.4% | $2,726-40.7% |
| Participant deferral / active EE | $3,492 | $2,822+23.7% | $5,626-37.9% | $4,647-24.9% |
| Admin fee / account holder | $144 | $437-66.9% | $15,912-99.1% | $430-66.5% |