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 ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,060 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S. 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,351 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $14,783 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $5,118 |
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 | $44,921 | $72,607-38.1% | $90,749-50.5% | $66,914-32.9% |
| Participation rate | 86.1% | 73.7%+12.4pp | 75.7%+10.4pp | 69.8%+16.3pp |
| Annual return | -15.12% | -12.28%-2.8pp | -12.16%-3.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,924 | $2,369-18.8% | $2,921-34.1% | $2,544-24.4% |
| Participant deferral / active EE | $3,507 | $3,977-11.8% | $4,564-23.2% | $4,237-17.2% |
| Admin fee / account holder | $278 | $707-60.7% | $8,445-96.7% | $593-53.1% |