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 3-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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $19,446 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,991 |
PA RETIREMENT SOLUTIONS, INC.2+ years Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $13,328 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $3,729 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $618 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,455 | $88,083-26.8% | $164,813-60.9% | $74,495-13.5% |
| Participation rate | 87.3% | 73.0%+14.3pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 11.85% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,750 | $2,593-32.5% | $4,341-59.7% | $2,623-33.3% |
| Participant deferral / active EE | $5,331 | $4,498+18.5% | $6,031-11.6% | $4,346+22.7% |
| Admin fee / account holder | $266 | $2,234-88.1% | $12,690-97.9% | $1,942-86.3% |