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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,525 |
COMPASS3604 years Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $66,137 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,562 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,187 | $136,266-77.8% | $90,749-66.7% | $77,904-61.3% |
| Participation rate | 98.4% | 86.6%+11.8pp | 75.7%+22.7pp | 73.7%+24.8pp |
| Annual return | -14.91% | -11.32%-3.6pp | -12.16%-2.7pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,652 | $4,215-37.1% | $2,921-9.2% | $2,848-6.9% |
| Participant deferral / active EE | $5,094 | $6,353-19.8% | $4,564+11.6% | $4,806+6.0% |
| Admin fee / account holder | $150 | $399-62.4% | $8,445-98.2% | $133+13.0% |