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 · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,915 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,037 |
TG BENEFITS, INC.2 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $4,340 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $533 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,189 | $42,548-31.4% | $74,550-60.8% | $56,287-48.1% |
| Participation rate | 87.4% | 60.5%+26.9pp | 69.1%+18.2pp | 69.9%+17.5pp |
| Annual return | -6.37% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $484 | $855-43.4% | $1,961-75.3% | $2,111-77.1% |
| Participant deferral / active EE | $2,128 | $2,277-6.6% | $3,108-31.5% | $3,350-36.5% |
| Admin fee / account holder | $272 | $467-41.7% | $5,060-94.6% | $521-47.7% |