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: AMERIPRISE FINANCIAL SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY 5 #2-125 · AUSTIN, TX 78746 | Other Commissions | $97,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,424 |
PENSION ASSURANCE LLP1 year Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $19,500 |
THE RYDING COMPANY10+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $18,136 |
Filed as: 3 38 INVESTMENT FIDUCIARIES, INC Service code 27 40 W. EASY ST. · SIMI VALLEY, CA 93065 | Advisory (Plan) | $10,975 |
TRUOG-RYDING COMPANY, INC.10+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,323 | $106,028-33.7% | $146,958-52.1% | $77,643-9.4% |
| Participation rate | 86.9% | 78.4%+8.5pp | 82.2%+4.7pp | 70.6%+16.3pp |
| Annual return | -37.95% | 56.73%-94.7pp | 418.34%-456.3pp | 31.24%-69.2pp |
| Employer contribution / active EE | $2,706 | $4,063-33.4% | $4,933-45.1% | $2,726-0.7% |
| Participant deferral / active EE | $7,337 | $7,990-8.2% | $8,070-9.1% | $4,647+57.9% |
| Admin fee / account holder | $92 | $337-72.7% | $12,998-99.3% | $430-78.6% |