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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,159 |
TRUOG-RYDING COMPANY, INC.9 years Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $20,982 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE. 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $6,628 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 55 95 GLASTONBURY BLVD., STE. 102 · GLASTONBURY, CT 06033 | Other Commissions | $5,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $722 |
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 | $57,307 | $87,013-34.1% | $106,213-46.0% | $80,856-29.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.76% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,757 | $2,395-26.7% | $3,171-44.6% | $2,755-36.2% |
| Participant deferral / active EE | $6,772 | $3,986+69.9% | $5,016+35.0% | $4,296+57.6% |
| Admin fee / account holder | $281 | $8,431-96.7% | $11,033-97.4% | $6,918-95.9% |