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 | $53,146 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,181 |
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 | $34,132 | $48,064-29.0% | $78,778-56.7% | $69,631-51.0% |
| Participation rate | 91.0% | 61.6%+29.5pp | 69.2%+21.8pp | 70.7%+20.3pp |
| Annual return | 18.20% | 21.81%-3.6pp | 35.62%-17.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,061 | $744+42.6% | $1,986-46.6% | $2,032-47.8% |
| Participant deferral / active EE | $3,730 | $2,079+79.4% | $2,958+26.1% | $3,224+15.7% |
| Admin fee / account holder | $152 | $152-0.2% | $5,134-97.0% | $110+37.3% |