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 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $15,647 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,445 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,672 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $2,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,847 | $73,102-27.7% | $123,544-57.2% | $56,287-6.1% |
| Participation rate | 77.3% | 74.3%+3.0pp | 82.3%-5.0pp | 69.9%+7.5pp |
| Annual return | 1.21% | 3.01%-1.8pp | 119.20%-118.0pp | -9.96%+11.2pp |
| Employer contribution / active EE | $7,031 | $2,977+136.2% | $4,628+51.9% | $2,111+233.1% |
| Participant deferral / active EE | $6,379 | $5,423+17.6% | $6,426-0.7% | $3,350+90.4% |
| Admin fee / account holder | $47 | $554-91.5% | $9,284-99.5% | $521-91.0% |