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 9-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 |
|---|---|---|
POPULAR SECURITIES, INC.2 years Filed as: POPULAR SECURITIES LLC Service code 27 208 PONCE DE LEON AVE STE 1200 · SAN JUAN, PR 00918 | Advisory (Plan) | $14,333 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GRRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,219 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $11,464 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $575 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,240 | $47,126-74.0% | $149,673-91.8% | $74,419-83.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 26.52% | 22.75%+3.8pp | 134.42%-107.9pp | 34.38%-7.9pp |
| Employer contribution / active EE | $1,964 | $1,905+3.1% | $4,818-59.2% | $2,637-25.5% |
| Participant deferral / active EE | $1,710 | $2,728-37.3% | $5,680-69.9% | $4,528-62.2% |
| Admin fee / account holder | $112 | $343-67.3% | $13,210-99.2% | $348-67.8% |