Filed May 13, 2026 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,554 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,498 | $50,820-49.8% | $155,567-83.6% | $77,671-67.2% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 15.91% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,089 | $1,993+4.9% | $4,674-55.3% | $2,726-23.4% |
| Participant deferral / active EE | $3,297 | $2,823+16.8% | $5,628-41.4% | $4,648-29.1% |
| Admin fee / account holder | $104 | $436-76.2% | $15,916-99.3% | $430-75.9% |