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 4-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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $13,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,478 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,457 | $56,503-44.3% | $70,092-55.1% | $64,808-51.5% |
| Participation rate | 37.9% | 70.5%-32.5pp | 70.5%-32.5pp | 71.5%-33.5pp |
| Annual return | 0.00% | -13.44%+13.4pp | 190.73%-190.7pp | 32.82%-32.8pp |
| Employer contribution / active EE | $822 | $2,046-59.8% | $2,559-67.9% | $2,506-67.2% |
| Participant deferral / active EE | $1,579 | $3,389-53.4% | $3,849-59.0% | $4,310-63.4% |
| Admin fee / account holder | $113 | $160-29.6% | $6,267-98.2% | $188-39.9% |