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 4-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 27 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $22,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,536 |
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 | $46,552 | $91,407-49.1% | $135,903-65.7% | $71,457-34.9% |
| Participation rate | 80.7% | 75.7%+5.1pp | 81.9%-1.2pp | 67.9%+12.8pp |
| Annual return | 33.52% | 29.90%+3.6pp | 68.23%-34.7pp | 28.85%+4.7pp |
| Employer contribution / active EE | $3,616 | $3,703-2.4% | $4,856-25.5% | $2,588+39.7% |
| Participant deferral / active EE | $7,889 | $7,092+11.2% | $7,758+1.7% | $4,289+83.9% |
| Admin fee / account holder | $209 | $1,266-83.5% | $10,762-98.1% | $1,587-86.8% |