Filed April 15, 2025
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $330,185 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,740 | $130,141-71.0% | $86,677-56.5% | $77,904-51.6% |
| Participation rate | 92.6% | 85.9%+6.7pp | 76.6%+16.0pp | 73.7%+18.9pp |
| Annual return | -16.64% | -12.75%-3.9pp | 35.91%-52.6pp | 12.21%-28.8pp |
| Employer contribution / active EE | $1,567 | $3,220-51.3% | $2,836-44.8% | $2,848-45.0% |
| Participant deferral / active EE | $3,980 | $5,757-30.9% | $4,656-14.5% | $4,806-17.2% |
| Admin fee / account holder | $62 | $132-53.2% | $7,493-99.2% | $133-53.5% |