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 | $110,727 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $20,478 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,698 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,404 | $81,537-86.0% | $149,718-92.4% | $69,631-83.6% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.1%+6.0pp | 70.7%+22.4pp |
| Annual return | 37.88% | 22.79%+15.1pp | 1501.63%-1463.7pp | 27571.02%-27533.1pp |
| Employer contribution / active EE | $1,117 | $3,239-65.5% | $5,445-79.5% | $2,032-45.0% |
| Participant deferral / active EE | $3,500 | $4,994-29.9% | $6,569-46.7% | $3,224+8.6% |
| Admin fee / account holder | $93 | $107-12.9% | $11,283-99.2% | $110-15.7% |