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 | $476,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,648 | $130,141-61.1% | $86,677-41.6% | $77,904-35.0% |
| Participation rate | 99.0% | 85.9%+13.1pp | 76.6%+22.4pp | 73.7%+25.3pp |
| Annual return | -14.55% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,967 | $3,220+23.2% | $2,836+39.9% | $2,848+39.3% |
| Participant deferral / active EE | $5,151 | $5,757-10.5% | $4,656+10.6% | $4,806+7.2% |
| Admin fee / account holder | $75 | $132-42.8% | $7,493-99.0% | $133-43.2% |