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: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $37,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,767 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,316 | $78,485+7.4% | $106,213-20.6% | $74,495+13.2% |
| Participation rate | 95.1% | 72.8%+22.3pp | 75.3%+19.9pp | 67.2%+27.9pp |
| Annual return | 18.01% | 15.95%+2.1pp | 116.14%-98.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $3,501 | $2,523+38.8% | $3,171+10.4% | $2,623+33.5% |
| Participant deferral / active EE | $6,793 | $4,322+57.2% | $5,016+35.4% | $4,346+56.3% |
| Admin fee / account holder | $67 | $2,232-97.0% | $11,033-99.4% | $1,942-96.5% |