Filed May 15, 2026 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,097 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,766 | $95,918+0.9% | $151,611-36.2% | $77,904+24.2% |
| Participation rate | 99.1% | 88.7%+10.4pp | 87.5%+11.6pp | 73.7%+25.5pp |
| Annual return | -15.12% | -5.50%-9.6pp | 3.33%-18.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,577 | $4,330+5.7% | $6,166-25.8% | $2,848+60.7% |
| Participant deferral / active EE | $7,907 | $7,508+5.3% | $8,363-5.5% | $4,806+64.5% |
| Admin fee / account holder | $11 | $93-88.5% | $11,616-99.9% | $133-91.9% |