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 9-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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $80,892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,118 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,937 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $9,842 |
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 | $77,954 | $101,317-23.1% | $146,958-47.0% | $74,495+4.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.14% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,078 | $3,810+7.0% | $4,933-17.3% | $2,623+55.5% |
| Participant deferral / active EE | $10,096 | $7,303+38.2% | $8,070+25.1% | $4,346+132.3% |
| Admin fee / account holder | $209 | $1,739-88.0% | $12,998-98.4% | $1,942-89.2% |