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 |
|---|---|---|
Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $48,795 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,382 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,861 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $5,960 |
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 | $52,144 | $84,487-38.3% | $125,339-58.4% | $66,914-22.1% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.0pp | 69.8%+26.6pp |
| Annual return | -12.70% | -8.39%-4.3pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,640 | $3,553+2.5% | $4,814-24.4% | $2,544+43.1% |
| Participant deferral / active EE | $8,805 | $6,781+29.9% | $7,446+18.3% | $4,237+107.8% |
| Admin fee / account holder | $149 | $685-78.2% | $10,010-98.5% | $593-74.8% |