Filed November 4, 2025 (most recent of 3 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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $38,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,561 | $98,727-7.3% | $113,168-19.1% | $85,563+7.0% |
| Participation rate | 50.9% | 80.8%-30.0pp | 76.6%-25.7pp | 66.0%-15.1pp |
| Annual return | 17.22% | 17.43%-0.2pp | 24.27%-7.0pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,167 | $2,907-59.8% | $2,975-60.8% | $2,654-56.0% |
| Participant deferral / active EE | $3,884 | $5,424-28.4% | $5,107-23.9% | $4,375-11.2% |
| Admin fee / account holder | $81 | $357-77.4% | $12,068-99.3% | $834-90.3% |