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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,083 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,387 | $65,908+58.4% | $81,812+27.6% | $77,643+34.4% |
| Participation rate | 78.4% | 65.8%+12.6pp | 72.3%+6.1pp | 70.6%+7.8pp |
| Annual return | 12.35% | 26.64%-14.3pp | 773.79%-761.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,188 | $2,370+34.5% | $2,912+9.5% | $2,726+17.0% |
| Participant deferral / active EE | $5,389 | $3,505+53.7% | $4,319+24.8% | $4,647+16.0% |
| Admin fee / account holder | $211 | $526-59.9% | $7,386-97.1% | $430-51.0% |