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 8-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 |
|---|---|---|
THREE BELL CAPITAL LLC2 years Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $23,191 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,061 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,735 | $102,317-63.1% | $146,958-74.3% | $80,856-53.3% |
| Participation rate | 94.0% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,921 | $3,713-21.3% | $4,933-40.8% | $2,755+6.0% |
| Participant deferral / active EE | $11,563 | $6,644+74.0% | $8,070+43.3% | $4,296+169.2% |
| Admin fee / account holder | $221 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |