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 | $1,275 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $239 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,197 | $58,726-67.3% | $92,233-79.2% | $62,292-69.2% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.5%-2.4pp | 69.5%+4.6pp |
| Annual return | 21.49% | 43.62%-22.1pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $1,977 | $2,392-17.3% | $3,679-46.3% | $2,042-3.2% |
| Participant deferral / active EE | $3,249 | $2,766+17.5% | $3,897-16.6% | $3,169+2.5% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.6% |