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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,065 |
VALLEY PENSION SERVICES, INC.2+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $1,115 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,502 | $77,634-76.2% | $156,549-88.2% | $62,891-70.6% |
| Participation rate | 37.6% | 71.2%-33.6pp | 84.0%-46.4pp | 69.3%-31.7pp |
| Annual return | 13.11% | 50.32%-37.2pp | 32.23%-19.1pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,547 | $3,444-55.1% | $5,501-71.9% | $2,281-32.2% |
| Participant deferral / active EE | $3,590 | $3,045+17.9% | $4,871-26.3% | $3,203+12.1% |
| Admin fee / account holder | $18 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |