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 | $73,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,675 | $47,722+83.7% | $82,719+6.0% | $64,808+35.3% |
| Participation rate | 63.4% | 67.6%-4.2pp | 72.6%-9.2pp | 71.5%-8.1pp |
| Annual return | -15.50% | -13.05%-2.5pp | 701.18%-716.7pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,791 | $2,179+28.1% | $3,009-7.2% | $2,506+11.4% |
| Participant deferral / active EE | $4,232 | $3,329+27.1% | $4,395-3.7% | $4,310-1.8% |
| Admin fee / account holder | $252 | $143+76.2% | $5,329-95.3% | $188+34.1% |