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 9-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 | $103,933 |
KORNERSTONE, INC.2+ years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 PO BOX 6189 · CHICO, CA 95927 | Advisory (Plan) | $49,306 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,277 |
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 | $33,869 | $75,388-55.1% | $123,544-72.6% | $55,725-39.2% |
| Participation rate | 87.7% | 75.7%+12.0pp | 82.3%+5.4pp | 70.9%+16.8pp |
| Annual return | 13.79% | 4.48%+9.3pp | 119.20%-105.4pp | 244.93%-231.1pp |
| Employer contribution / active EE | $1,010 | $3,063-67.0% | $4,628-78.2% | $2,078-51.4% |
| Participant deferral / active EE | $8,218 | $5,651+45.4% | $6,426+27.9% | $3,356+144.9% |
| Admin fee / account holder | $199 | $120+66.1% | $9,284-97.9% | $115+72.7% |