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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $6,163 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,306 | $60,124+5.3% | $90,404-30.0% | $79,858-20.7% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.8pp |
| Annual return | 9.27% | 71.94%-62.7pp | 1293.02%-1283.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $949 | $2,068-54.1% | $3,262-70.9% | $2,471-61.6% |
| Participant deferral / active EE | $3,134 | $2,938+6.7% | $3,963-20.9% | $3,740-16.2% |
| Admin fee / account holder | $69 | $3,976-98.3% | $5,611-98.8% | $5,306-98.7% |