See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,403 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $46,457 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,195 |
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 | $29,509 | $63,905-53.8% | $74,183-60.2% | $57,658-48.8% |
| Participation rate | 96.0% | 79.8%+16.3pp | 76.6%+19.4pp | 70.2%+25.8pp |
| Annual return | 8.85% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,427 | $1,840-22.5% | $2,370-39.8% | $1,974-27.7% |
| Participant deferral / active EE | $3,866 | $3,448+12.1% | $3,550+8.9% | $3,061+26.3% |
| Admin fee / account holder | $110 | $91+21.1% | $5,586-98.0% | $95+16.7% |