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 | $15,558 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $5,320 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,110 | $50,637-64.2% | $86,590-79.1% | $62,292-70.9% |
| Participation rate | 60.4% | 67.9%-7.5pp | 73.5%-13.2pp | 69.5%-9.2pp |
| Annual return | 14.33% | 20.80%-6.5pp | 964.84%-950.5pp | 28.90%-14.6pp |
| Employer contribution / active EE | $964 | $2,075-53.6% | $2,839-66.1% | $2,042-52.8% |
| Participant deferral / active EE | $1,430 | $2,611-45.2% | $3,609-60.4% | $3,169-54.9% |
| Admin fee / account holder | $224 | $413-45.8% | $4,906-95.4% | $479-53.3% |