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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,755 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $2,134 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE AGENCY INC Service code 55 5185 PEACHTREE PKWY #280 · NORCORSS, GA 300926541 | Other Commissions | $2,134 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,929 | $42,901-48.9% | $91,220-76.0% | $64,808-66.2% |
| Participation rate | 92.0% | 68.1%+23.8pp | 73.2%+18.8pp | 71.5%+20.5pp |
| Annual return | -13.46% | -13.53%+0.1pp | 114.01%-127.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $243 | $1,571-84.5% | $2,850-91.5% | $2,506-90.3% |
| Participant deferral / active EE | $1,351 | $3,501-61.4% | $4,234-68.1% | $4,310-68.7% |
| Admin fee / account holder | $48 | $131-63.3% | $5,420-99.1% | $188-74.4% |