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 | $41,967 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,167 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,881 | $62,267+47.6% | $110,238-16.7% | $55,725+64.9% |
| Participation rate | 97.6% | 78.1%+19.5pp | 79.8%+17.8pp | 70.9%+26.7pp |
| Annual return | -4.51% | -1.07%-3.4pp | 314.74%-319.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $310 | $1,941-84.0% | $3,826-91.9% | $2,078-85.1% |
| Participant deferral / active EE | $4,533 | $3,516+28.9% | $4,672-3.0% | $3,356+35.1% |
| Admin fee / account holder | $124 | $121+2.2% | $8,547-98.6% | $115+7.3% |