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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $152,765 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,164 | $53,136-3.7% | $155,509-67.1% | $199,593-74.4% |
| Participation rate | 94.4% | 64.1%+30.3pp | 78.2%+16.2pp | 72.0%+22.4pp |
| Annual return | 8.20% | 41.15%-32.9pp | 64.67%-56.5pp | 34.25%-26.0pp |
| Employer contribution / active EE | $2,220 | $1,851+19.9% | $4,672-52.5% | $3,034-26.8% |
| Participant deferral / active EE | $5,918 | $3,161+87.2% | $5,626+5.2% | $5,087+16.3% |
| Admin fee / account holder | $85 | $185-54.0% | $15,912-99.5% | $269-68.3% |