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 | $29,788 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,616 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $151 |
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 | $25,534 | $73,102-65.1% | $123,544-79.3% | $56,287-54.6% |
| Participation rate | 90.2% | 74.3%+15.9pp | 82.3%+7.9pp | 69.9%+20.3pp |
| Annual return | -2.42% | 3.01%-5.4pp | 119.20%-121.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,263 | $2,977+9.6% | $4,628-29.5% | $2,111+54.6% |
| Participant deferral / active EE | $6,001 | $5,423+10.7% | $6,426-6.6% | $3,350+79.2% |
| Admin fee / account holder | $182 | $554-67.2% | $9,284-98.0% | $521-65.1% |