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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,887 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 00902 | Other Commissions | $6,665 |
PENSION PLUS INC2 years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $4,950 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $233 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,926 | $48,230-62.8% | $67,502-73.4% | $80,856-77.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.6%+19.9pp |
| Annual return | 7.01% | 18.28%-11.3pp | 3512.12%-3505.1pp | 35.59%-28.6pp |
| Employer contribution / active EE | $44 | $2,020-97.8% | $2,731-98.4% | $2,755-98.4% |
| Participant deferral / active EE | $1,246 | $2,924-57.4% | $4,000-68.9% | $4,296-71.0% |
| Admin fee / account holder | $186 | $3,681-94.9% | $3,998-95.3% | $6,918-97.3% |