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 10-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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,584 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,392 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,007 | $48,750-46.7% | $88,946-70.8% | $74,304-65.0% |
| Participation rate | 85.9% | 44.5%+41.4pp | 68.8%+17.0pp | 60.3%+25.5pp |
| Annual return | 15.37% | 25.91%-10.5pp | 57.82%-42.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,932 | $1,255+53.9% | $2,555-24.4% | $2,241-13.8% |
| Participant deferral / active EE | $2,862 | $2,423+18.1% | $4,581-37.5% | $3,767-24.0% |
| Admin fee / account holder | $212 | $3,756-94.4% | $8,261-97.4% | $2,969-92.9% |