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 |
|---|---|---|
Service code 49 · EIN 87-3599091 | Other Services | $33,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
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 | $222,022 | $49,915+344.8% | $154,803+43.4% | $74,304+198.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.13% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $9,865 | $1,611+512.3% | $4,305+129.1% | $2,241+340.2% |
| Participant deferral / active EE | $7,548 | $2,255+234.8% | $5,540+36.2% | $3,767+100.4% |
| Admin fee / account holder | $134 | $2,189-93.9% | $14,329-99.1% | $2,969-95.5% |