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 | $17,995 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 P O BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $9,735 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,606 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $2,995 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK AND TRUST Service code 25 P O BOX 191429 · SAN JUAN, PR 00919 | Directed Trustee | $1,552 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKKWY · AUSTIN, TX 78730 | Other Fees | $995 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,303 | $61,272-81.6% | $149,673-92.4% | $71,457-84.2% |
| Participation rate | 85.6% | 62.5%+23.1pp | 78.8%+6.9pp | 67.9%+17.7pp |
| Annual return | 19.30% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $775 | $2,378-67.4% | $4,818-83.9% | $2,588-70.0% |
| Participant deferral / active EE | $1,726 | $2,917-40.8% | $5,680-69.6% | $4,289-59.7% |
| Admin fee / account holder | $255 | $1,261-79.8% | $13,210-98.1% | $1,587-84.0% |