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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,581 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,550 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,755 | $89,436-70.1% | $164,813-83.8% | $77,643-65.5% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.7pp |
| Annual return | 14.08% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,010 | $2,569-21.8% | $4,341-53.7% | $2,726-26.3% |
| Participant deferral / active EE | $2,852 | $4,897-41.8% | $6,031-52.7% | $4,647-38.6% |
| Admin fee / account holder | $32 | $339-90.7% | $12,690-99.8% | $430-92.6% |