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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,583 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,126 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,636 |
PROGRESSIVE PENSION ADMIN., INC.2+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $470 |
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 | $83,449 | $89,739-7.0% | $149,718-44.3% | $62,292+34.0% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 20.63% | 21.01%-0.4pp | 1501.63%-1481.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $3,637 | $3,233+12.5% | $5,445-33.2% | $2,042+78.1% |
| Participant deferral / active EE | $7,591 | $4,797+58.2% | $6,569+15.6% | $3,169+139.5% |
| Admin fee / account holder | $33 | $551-94.0% | $11,283-99.7% | $479-93.1% |