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 | $20,403 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,589 |
TG BENEFITS, INC.3 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,710 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $563 |
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 | $36,147 | $49,138-26.4% | $84,015-57.0% | $65,185-44.5% |
| Participation rate | 82.1% | 60.7%+21.4pp | 69.0%+13.1pp | 70.2%+11.9pp |
| Annual return | 21.30% | 23.00%-1.7pp | 71.31%-50.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $419 | $914-54.1% | $1,983-78.9% | $2,177-80.7% |
| Participant deferral / active EE | $2,202 | $2,397-8.1% | $3,239-32.0% | $3,514-37.3% |
| Admin fee / account holder | $291 | $543-46.5% | $6,101-95.2% | $847-65.7% |