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) | $30,908 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,142 | $101,317-39.7% | $146,958-58.4% | $74,495-17.9% |
| Participation rate | 78.2% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 20.47% | 8730.91%-8710.4pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,901 | $3,810+2.4% | $4,933-20.9% | $2,623+48.7% |
| Participant deferral / active EE | $9,017 | $7,303+23.5% | $8,070+11.7% | $4,346+107.5% |
| Admin fee / account holder | $320 | $1,739-81.6% | $12,998-97.5% | $1,942-83.5% |