Filed March 24, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,515 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $14,874 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $2,242 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83 |
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 | $20,711 | $55,449-62.6% | $83,848-75.3% | $56,287-63.2% |
| Participation rate | 77.5% | 68.0%+9.5pp | 76.1%+1.4pp | 69.9%+7.7pp |
| Annual return | -5.32% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,515 | $2,430+3.5% | $3,631-30.7% | $2,111+19.1% |
| Participant deferral / active EE | $4,074 | $2,935+38.8% | $4,082-0.2% | $3,350+21.6% |
| Admin fee / account holder | $145 | $656-77.8% | $5,478-97.3% | $521-72.1% |