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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,566 |
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 | $113,308 | $112,686+0.6% | $169,993-33.3% | $80,160+41.4% |
| Participation rate | 99.4% | 87.4%+12.0pp | 87.0%+12.4pp | 72.9%+26.5pp |
| Annual return | 17.22% | 67.04%-49.8pp | 53.37%-36.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $4,782 | $4,481+6.7% | $6,785-29.5% | $2,978+60.6% |
| Participant deferral / active EE | $8,469 | $7,876+7.5% | $10,408-18.6% | $5,017+68.8% |
| Admin fee / account holder | $15 | $99-85.4% | $12,815-99.9% | $145-90.0% |