Filed September 1, 2026 (most recent of 4 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,638 |
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 | $28,760 | $50,982-43.6% | $154,803-81.4% | $85,563-66.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 18.10% | 30.35%-12.3pp | 58.88%-40.8pp | 31.51%-13.4pp |
| Employer contribution / active EE | $2,669 | $1,708+56.2% | $4,305-38.0% | $2,654+0.6% |
| Participant deferral / active EE | $3,910 | $2,474+58.0% | $5,540-29.4% | $4,375-10.6% |
| Admin fee / account holder | $113 | $846-86.6% | $14,329-99.2% | $834-86.4% |