Filed April 16, 2026
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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $104,369 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,864 | $119,446-2.2% | $150,045-22.1% | $85,563+36.6% |
| Participation rate | 98.5% | 75.4%+23.1pp | 82.3%+16.2pp | 66.0%+32.6pp |
| Annual return | 18.90% | 23.72%-4.8pp | 62.55%-43.6pp | 31.51%-12.6pp |
| Employer contribution / active EE | $9,417 | $4,078+130.9% | $4,693+100.7% | $2,654+254.9% |
| Participant deferral / active EE | $9,581 | $7,985+20.0% | $7,997+19.8% | $4,375+119.0% |
| Admin fee / account holder | $243 | $548-55.6% | $13,435-98.2% | $834-70.9% |