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: EMPOWER RETIREMENT ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,728 |
NATIONAL PLANNINC CORP1 year Service code 27 620 E. 30TH AVE. STE 220 · HUTCHINSON, KS 67502 | Advisory (Plan) | $12,000 |
HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 99 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Other Fees | $8,000 |
TRUOG-RYDING COMPANY, INC.3+ years Service code 13 | Contract Administrator | $5,000 |
THE RYDING COMPANY3+ years Service code 13 2659 TOWNSGATE RD SUITE 101 · WESTLAKE VILLAGE, CA 91360 | Contract Administrator | $3,727 |
TD AMERITRADE, INC.1 year Service code 33 208 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $529 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
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 | $171,257 | $55,453+208.8% | $170,442+0.5% | $62,292+174.9% |
| Participation rate | 97.5% | 66.4%+31.1pp | 83.6%+13.9pp | 69.5%+27.9pp |
| Annual return | 13.53% | 21.38%-7.8pp | 205.93%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $4,397 | $2,164+103.2% | $5,433-19.1% | $2,042+115.3% |
| Participant deferral / active EE | $7,554 | $2,303+228.0% | $4,939+52.9% | $3,169+138.4% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.6% |