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 | $2,588 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $905 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,383 | $56,171-88.6% | $108,745-94.1% | $55,167-88.4% |
| Participation rate | 89.1% | 70.7%+18.4pp | 77.7%+11.4pp | 69.0%+20.1pp |
| Annual return | 8.79% | 214.86%-206.1pp | 46.22%-37.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $3,323-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,060 | $3,437-11.0% | $5,121-40.3% | $3,054+0.2% |
| Admin fee / account holder | $13 | $302-95.8% | $6,144-99.8% | $504-97.5% |