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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 |
|---|---|---|
EJREYNOLDS, INC.1+ years Service code 13 · EIN 59-2265857 9050 PINES BLVD. · PEMBROKE PINES, FL 33024 | Contract Administrator | $57,509 |
Service code 54 · EIN 84-0467907 8515 EAST ORCHARD ROAC · GREENWOOD VILLAGE, CO 80111 | Sales Loads | $4,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $269 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 55 1215 4TH AVENUE · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $20,320 | $44,989-54.8% | $170,442-88.1% | $77,958-73.9% |
| Participation rate | 90.7% | 64.6%+26.1pp | 83.6%+7.1pp | 71.6%+19.0pp |
| Annual return | 16.91% | 19.61%-2.7pp | 205.93%-189.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $318 | $1,466-78.3% | $5,433-94.1% | $2,310-86.2% |
| Participant deferral / active EE | $2,336 | $2,208+5.8% | $4,939-52.7% | $3,537-33.9% |
| Admin fee / account holder | $22 | $69-68.2% | $13,880-99.8% | $97-77.5% |