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 | $18,911 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 909 LOCUST STREET · DES MOINES, IA 50309 | Other Commissions | $12,465 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $2,595 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
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 | $31,328 | $33,067-5.3% | $76,523-59.1% | $56,287-44.3% |
| Participation rate | 71.3% | 55.4%+15.9pp | 68.0%+3.3pp | 69.9%+1.4pp |
| Annual return | -5.07% | 2.72%-7.8pp | -0.27%-4.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,205 | $1,200+167.0% | $2,647+21.1% | $2,111+51.8% |
| Participant deferral / active EE | $3,083 | $2,240+37.7% | $3,835-19.6% | $3,350-7.9% |
| Admin fee / account holder | $96 | $537-82.2% | $4,848-98.0% | $521-81.6% |