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 | $41,115 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA INC. Service code 55 | Other Commissions | $11,985 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 55 | Other Commissions | $10,737 |
Filed as: BARRY MAX LEVY & ASSOCIATES Service code 13 6919 W BRWARD BLVD · FT LAUDERDALE, FL 33317 | Contract Administrator | $1,584 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $769 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
SECURITIES AMERICA INC4 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,420 | $101,317-58.1% | $146,958-71.1% | $74,495-43.1% |
| Participation rate | 51.1% | 75.5%-24.5pp | 82.2%-31.1pp | 67.2%-16.1pp |
| Annual return | 10.68% | 8730.91%-8720.2pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $624 | $3,810-83.6% | $4,933-87.4% | $2,623-76.2% |
| Participant deferral / active EE | $1,912 | $7,303-73.8% | $8,070-76.3% | $4,346-56.0% |
| Admin fee / account holder | $283 | $1,739-83.7% | $12,998-97.8% | $1,942-85.4% |