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 10-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 | $4,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,999 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $83 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,229 | $62,586-77.3% | $76,768-81.5% | $64,186-77.8% |
| Participation rate | 90.7% | 72.8%+17.9pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -7.98% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $996 | $1,832-45.6% | $2,485-59.9% | $2,381-58.2% |
| Participant deferral / active EE | $4,224 | $3,145+34.3% | $3,852+9.7% | $3,470+21.8% |
| Admin fee / account holder | $29 | $4,667-99.4% | $6,675-99.6% | $4,888-99.4% |