See peer percentile detail. $4.99 for your first month.
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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 VILLIAGE, CO 80111 | Recordkeeping Fees | $32,217 |
VALMARK ADVISERS INC2 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $18,385 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $5 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,123 | $73,102-39.6% | $123,544-64.3% | $56,287-21.6% |
| Participation rate | 84.0% | 74.3%+9.6pp | 82.3%+1.7pp | 69.9%+14.1pp |
| Annual return | 26.79% | 3.01%+23.8pp | 119.20%-92.4pp | -9.96%+36.7pp |
| Employer contribution / active EE | $3,642 | $2,977+22.4% | $4,628-21.3% | $2,111+72.5% |
| Participant deferral / active EE | $3,666 | $5,423-32.4% | $6,426-42.9% | $3,350+9.4% |
| Admin fee / account holder | $137 | $554-75.2% | $9,284-98.5% | $521-73.7% |