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 10-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 13 · EIN 42-0127290 | Contract Administrator | $198,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,155 |
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 | $42,449 | $50,127-15.3% | $149,673-71.6% | $80,160-47.0% |
| Participation rate | 94.2% | 64.3%+29.9pp | 78.8%+15.5pp | 72.9%+21.3pp |
| Annual return | 16.73% | 29.82%-13.1pp | 134.42%-117.7pp | 40.38%-23.7pp |
| Employer contribution / active EE | $3,501 | $1,865+87.7% | $4,818-27.3% | $2,978+17.6% |
| Participant deferral / active EE | $9,211 | $3,194+188.4% | $5,680+62.2% | $5,017+83.6% |
| Admin fee / account holder | $92 | $153-39.8% | $13,210-99.3% | $145-36.6% |