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 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $15,386 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,075 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,241 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,508 | $60,165-57.6% | $74,183-65.6% | $55,167-53.8% |
| Participation rate | 88.7% | 74.2%+14.6pp | 76.6%+12.1pp | 69.0%+19.7pp |
| Annual return | 7.52% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,270 | $1,600-20.6% | $2,370-46.4% | $1,963-35.3% |
| Participant deferral / active EE | $3,622 | $2,973+21.8% | $3,550+2.0% | $3,054+18.6% |
| Admin fee / account holder | $90 | $419-78.6% | $5,586-98.4% | $504-82.2% |