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 | $59,490 |
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 | $2,647 |
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 | $35,222 | $35,485-0.7% | $74,550-52.8% | $55,725-36.8% |
| Participation rate | 93.4% | 62.5%+30.9pp | 69.1%+24.3pp | 70.9%+22.6pp |
| Annual return | -5.71% | 0.72%-6.4pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $970 | $777+24.8% | $1,961-50.5% | $2,078-53.3% |
| Participant deferral / active EE | $3,886 | $2,181+78.2% | $3,108+25.0% | $3,356+15.8% |
| Admin fee / account holder | $129 | $114+13.3% | $5,060-97.4% | $115+12.4% |