Filed March 18, 2025
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,549 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,853 | $59,186+6.2% | $76,768-18.1% | $56,287+11.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 77.0%+19.0pp | 69.9%+26.1pp |
| Annual return | -5.41% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,679 | $1,759+109.2% | $2,485+48.0% | $2,111+74.3% |
| Participant deferral / active EE | $2,599 | $3,255-20.2% | $3,852-32.5% | $3,350-22.4% |
| Admin fee / account holder | $14 | $489-97.1% | $6,675-99.8% | $521-97.3% |