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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $27,437 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $12,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $6,842 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $602 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $234 |
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 | $86,590 | $45,825+89.0% | $90,645-4.5% | $56,287+53.8% |
| Participation rate | 98.1% | 66.7%+31.5pp | 74.0%+24.1pp | 69.9%+28.3pp |
| Annual return | -4.12% | 38.64%-42.8pp | 1.88%-6.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,778 | $1,372+102.5% | $2,532+9.7% | $2,111+31.6% |
| Participant deferral / active EE | $3,354 | $2,562+30.9% | $3,425-2.1% | $3,350+0.1% |
| Admin fee / account holder | $130 | $413-68.4% | $4,994-97.4% | $521-75.0% |