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.3 years Filed as: POPULAR SECURITIES LLC Service code 27 208 PONCE DE LEON AVE STE 1200 · SAN JUAN, PR 00918 | Advisory (Plan) | $23,387 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GRRENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,227 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $18,708 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,377 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,263 | $50,815-68.0% | $155,509-89.5% | $77,643-79.1% |
| Participation rate | 81.9% | 63.1%+18.8pp | 78.2%+3.7pp | 70.6%+11.3pp |
| Annual return | 11.11% | 34.80%-23.7pp | 64.67%-53.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,675 | $1,993-15.9% | $4,672-64.1% | $2,726-38.5% |
| Participant deferral / active EE | $1,633 | $2,822-42.1% | $5,626-71.0% | $4,647-64.9% |
| Admin fee / account holder | $181 | $437-58.5% | $15,912-98.9% | $430-57.9% |