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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $19,574 |
TD AMERITRADE, INC.8+ years Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Direct payment ... | $2,100 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $666,680 | $84,487+689.1% | $125,339+431.9% | $66,914+896.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -12.43% | -8.39%-4.0pp | 572.05%-584.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $20,749 | $3,553+484.0% | $4,814+331.1% | $2,544+715.5% |
| Participant deferral / active EE | $12,768 | $6,781+88.3% | $7,446+71.5% | $4,237+201.4% |
| Admin fee / account holder | $97 | $685-85.8% | $10,010-99.0% | $593-83.6% |