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 3-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 INS. COM. OF AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,388 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $1,915 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,218 | $52,406-92.0% | $129,207-96.7% | $74,495-94.3% |
| Participation rate | 88.4% | 53.8%+34.6pp | 69.6%+18.8pp | 67.2%+21.2pp |
| Annual return | 9.22% | 15.66%-6.4pp | 9417.33%-9408.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $580 | $1,531-62.1% | $4,153-86.0% | $2,623-77.9% |
| Participant deferral / active EE | $1,400 | $2,794-49.9% | $4,168-66.4% | $4,346-67.8% |
| Admin fee / account holder | $62 | $2,633-97.6% | $7,715-99.2% | $1,942-96.8% |