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 10-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,954 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,656 |
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 | $75,153 | $80,673-6.8% | $101,326-25.8% | $84,808-11.4% |
| Participation rate | 92.5% | 77.8%+14.7pp | 81.5%+11.0pp | 68.3%+24.1pp |
| Annual return | 21.31% | 38.95%-17.6pp | 36.82%-15.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,611 | $2,698-3.2% | $3,665-28.8% | $2,631-0.8% |
| Participant deferral / active EE | $11,588 | $6,840+69.4% | $7,994+45.0% | $4,212+175.1% |
| Admin fee / account holder | $197 | $12,784-98.5% | $11,185-98.2% | $7,344-97.3% |