Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,405 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,760 |
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 | $16,517 | $44,989-63.3% | $170,442-90.3% | $77,958-78.8% |
| Participation rate | 41.2% | 64.6%-23.4pp | 83.6%-42.4pp | 71.6%-30.4pp |
| Annual return | 17.54% | 19.61%-2.1pp | 205.93%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $387 | $1,466-73.6% | $5,433-92.9% | $2,310-83.2% |
| Participant deferral / active EE | $747 | $2,208-66.2% | $4,939-84.9% | $3,537-78.9% |
| Admin fee / account holder | $12 | $69-82.4% | $13,880-99.9% | $97-87.6% |