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 | $325 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,264 | $52,884-63.6% | $84,750-77.3% | $55,167-65.1% |
| Participation rate | 50.4% | 67.5%-17.1pp | 76.6%-26.2pp | 69.0%-18.6pp |
| Annual return | 21.29% | 18.03%+3.3pp | 22.78%-1.5pp | 169.23%-147.9pp |
| Employer contribution / active EE | $1,543 | $2,233-30.9% | $3,574-56.8% | $1,963-21.4% |
| Participant deferral / active EE | $2,689 | $2,644+1.7% | $3,712-27.6% | $3,054-12.0% |
| Admin fee / account holder | $4 | $581-99.3% | $5,332-99.9% | $504-99.2% |