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: EMPLOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,256 | $79,944+29.2% | $98,439+4.9% | $75,163+37.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 1.87% | 19.75%-17.9pp | 21.16%-19.3pp | 160.62%-158.8pp |
| Employer contribution / active EE | $5,031 | $2,264+122.2% | $3,048+65.1% | $2,670+88.4% |
| Participant deferral / active EE | $2,834 | $3,752-24.5% | $4,738-40.2% | $4,125-31.3% |
| Admin fee / account holder | $3,901 | $6,840-43.0% | $8,948-56.4% | $5,651-31.0% |