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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.
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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, CO 80111 | Recordkeeping Fees | $29,792 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,376 |
Annual investment return 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 | $157,925 | $155,795+1.4% | $136,294+15.9% | $69,631+126.8% |
| Participation rate | 97.0% | 75.2%+21.7pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 8.93% | 232464.33%-232455.4pp | 5155.94%-5147.0pp | 27571.02%-27562.1pp |
| Employer contribution / active EE | $1,346 | $2,991-55.0% | $4,695-71.3% | $2,032-33.8% |
| Participant deferral / active EE | $2,435 | $5,394-54.9% | $6,247-61.0% | $3,224-24.5% |
| Admin fee / account holder | $85 | $128-33.4% | $9,243-99.1% | $110-22.6% |