Filed February 11, 2021
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 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $47,205 |
FIRST ALLIED RETIREMENT SERVICES2+ years Service code 99 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Other Fees | $10,800 |
SITZMANN LAVIS WHITE, LLC2+ years Service code 99 3697 MT. DIABLO BLVD., SUITE 175 · LAFAYETTE, CA 94549 | Other Fees | $8,012 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,596 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,900 |
Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD STE 105 · WALNUT CREEK, CA 94598 | Contract Administrator | $1,600 |
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 | $75,697 | $80,177-5.6% | $123,892-38.9% | $57,658+31.3% |
| Participation rate | 95.0% | 74.4%+20.6pp | 81.4%+13.6pp | 70.2%+24.8pp |
| Annual return | 17.60% | 17.90%-0.3pp | 47.52%-29.9pp | 5.13%+12.5pp |
| Employer contribution / active EE | $6,887 | $2,913+136.5% | $4,617+49.2% | $1,974+248.9% |
| Participant deferral / active EE | $10,145 | $5,130+97.7% | $5,984+69.5% | $3,061+231.5% |
| Admin fee / account holder | $8 | $106-92.6% | $8,357-99.9% | $95-91.6% |