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 5-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,156 |
Service code 27 | Advisory (Plan) | $10,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,852 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,073 | $100,923-62.3% | $150,045-74.6% | $74,304-48.8% |
| Participation rate | 81.6% | 70.1%+11.5pp | 82.3%-0.8pp | 60.3%+21.2pp |
| Annual return | 16.83% | 51.77%-34.9pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,929 | $3,463-15.4% | $4,693-37.6% | $2,241+30.7% |
| Participant deferral / active EE | $6,191 | $6,709-7.7% | $7,997-22.6% | $3,767+64.3% |
| Admin fee / account holder | $293 | $2,767-89.4% | $13,435-97.8% | $2,969-90.1% |