Filed April 9, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $25,383 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,550 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,510 | $64,348+64.0% | $90,160+17.0% | $70,131+50.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 29.56% | 28.13%+1.4pp | 34.88%-5.3pp | 73.14%-43.6pp |
| Employer contribution / active EE | $7,317 | $2,046+257.7% | $3,318+120.5% | $2,342+212.4% |
| Participant deferral / active EE | $4,065 | $4,389-7.4% | $5,288-23.1% | $3,332+22.0% |
| Admin fee / account holder | $52 | $3,944-98.7% | $5,943-99.1% | $4,645-98.9% |