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 8-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 | $34,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,580 |
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 | $51,481 | $92,985-44.6% | $153,485-66.5% | $80,856-36.3% |
| Participation rate | 70.8% | 69.0%+1.8pp | 77.1%-6.3pp | 67.6%+3.1pp |
| Annual return | 11.18% | 19.95%-8.8pp | 15.65%-4.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6,132 | $3,507+74.8% | $5,039+21.7% | $2,755+122.6% |
| Participant deferral / active EE | $14,091 | $5,178+172.1% | $6,757+108.5% | $4,296+228.0% |
| Admin fee / account holder | $297 | $8,880-96.7% | $12,724-97.7% | $6,918-95.7% |