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 | $25,081 |
LPL FINANCIAL3+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,525 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $2,293 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,871 | $47,448-79.2% | $94,993-89.6% | $62,292-84.2% |
| Participation rate | 86.7% | 66.5%+20.2pp | 73.9%+12.8pp | 69.5%+17.2pp |
| Annual return | 18.18% | 22.64%-4.5pp | 27.12%-8.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $428 | $1,300-67.1% | $2,603-83.6% | $2,042-79.0% |
| Participant deferral / active EE | $2,396 | $2,375+0.9% | $3,317-27.8% | $3,169-24.4% |
| Admin fee / account holder | $89 | $434-79.5% | $4,960-98.2% | $479-81.4% |