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 | $1,488 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,223 | $64,954-85.8% | $115,752-92.0% | $62,292-85.2% |
| Participation rate | 93.9% | 73.0%+20.9pp | 77.8%+16.1pp | 69.5%+24.3pp |
| Annual return | 21.99% | 24.87%-2.9pp | 19.41%+2.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,815 | $2,344-22.5% | $3,492-48.0% | $2,042-11.1% |
| Participant deferral / active EE | $3,866 | $3,665+5.5% | $5,204-25.7% | $3,169+22.0% |
| Admin fee / account holder | $10 | $414-97.6% | $6,278-99.8% | $479-97.9% |