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 | $96,993 |
LIBERTY GROUP LLC4+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $50,717 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,311 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,533 | $62,543+11.2% | $83,333-16.6% | $55,725+24.8% |
| Participation rate | 96.3% | 78.4%+17.9pp | 77.8%+18.5pp | 70.9%+25.5pp |
| Annual return | -4.02% | 14.85%-18.9pp | 10.63%-14.7pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,967 | $2,427-19.0% | $3,379-41.8% | $2,078-5.4% |
| Participant deferral / active EE | $8,755 | $5,682+54.1% | $5,565+57.3% | $3,356+160.9% |
| Admin fee / account holder | $192 | $103+86.5% | $7,510-97.4% | $115+67.0% |