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 | $23,154 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,918 |
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 | $77,850 | $73,102+6.5% | $123,544-37.0% | $56,287+38.3% |
| Participation rate | 87.8% | 74.3%+13.5pp | 82.3%+5.5pp | 69.9%+18.0pp |
| Annual return | -6.09% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $907 | $2,977-69.5% | $4,628-80.4% | $2,111-57.0% |
| Participant deferral / active EE | $6,641 | $5,423+22.5% | $6,426+3.3% | $3,350+98.2% |
| Admin fee / account holder | $89 | $554-83.9% | $9,284-99.0% | $521-82.8% |