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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,323 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,463 | $65,223-38.0% | $80,019-49.4% | $55,725-27.4% |
| Participation rate | 98.0% | 80.6%+17.5pp | 75.8%+22.2pp | 70.9%+27.2pp |
| Annual return | 5.29% | 7.59%-2.3pp | 11.22%-5.9pp | 244.93%-239.6pp |
| Employer contribution / active EE | $2,681 | $2,544+5.4% | $2,468+8.7% | $2,078+29.0% |
| Participant deferral / active EE | $5,005 | $3,881+29.0% | $3,686+35.8% | $3,356+49.2% |
| Admin fee / account holder | $184 | $114+60.8% | $6,521-97.2% | $115+59.4% |