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 27 444 W LAKE ST STE 1700 · CHICAGO, IL 60606 | Advisory (Plan) | $6,091 |
UNITED ADVISORS SERVICES LLC1 year Service code 27 45 WALL ST · NEW YORK, NY 10005 | Advisory (Plan) | $4,219 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,562 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,092 |
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 | $17,054 | $55,449-69.2% | $83,848-79.7% | $56,287-69.7% |
| Participation rate | 90.6% | 68.0%+22.6pp | 76.1%+14.5pp | 69.9%+20.8pp |
| Annual return | -4.84% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,395 | $2,430-1.5% | $3,631-34.0% | $2,111+13.4% |
| Participant deferral / active EE | $3,867 | $2,935+31.7% | $4,082-5.3% | $3,350+15.4% |
| Admin fee / account holder | $68 | $656-89.7% | $5,478-98.8% | $521-87.0% |