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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPAN OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,137 |
ORIENTAL BANK2 years Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $10,456 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,646 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $1,313 |
Filed as: LEAFHOUSE FINANCIAL Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $1,313 |
OSAIC WEALTH INC1 year Filed as: 0SAIC SF INC Service code 55 P O BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKKWY · AUSTIN, TX 78730 | Other Fees | $0 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 | Other Commissions | $0 |
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 | $13,457 | $55,415-75.7% | $155,509-91.3% | $74,495-81.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.57% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $769 | $2,267-66.1% | $4,672-83.5% | $2,623-70.7% |
| Participant deferral / active EE | $2,093 | $2,836-26.2% | $5,626-62.8% | $4,346-51.8% |
| Admin fee / account holder | $178 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |