See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK INC Service code 55 9729 COGDILL RD STE 301 · KNOXVILLE, TN 379323426 | Other Commissions | $23,479 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,415 | $107,378-52.1% | $108,579-52.6% | $57,658-10.8% |
| Participation rate | 88.6% | 77.1%+11.5pp | 79.6%+9.1pp | 70.2%+18.4pp |
| Annual return | 7.75% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,526 | $1,782-14.3% | $3,758-59.4% | $1,974-22.7% |
| Participant deferral / active EE | $3,501 | $3,221+8.7% | $4,311-18.8% | $3,061+14.4% |
| Admin fee / account holder | $5 | $108-95.7% | $7,645-99.9% | $95-95.0% |