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 |
|---|---|---|
SYNERGY1 year Filed as: SYNERGY FINCANCIAL PARTNERS Service code 27 3773 CHERRY CREEK NORTH DR. · DENVER, CO 80220 | Advisory (Plan) | $23,015 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,927 |
TPA SERVICES, INC.2 years Filed as: TPA SERVICES INC Service code 13 7108 S ALTON WAY BLDG L STE B · CENTENNIAL, CO 80112 | Contract Administrator | $6,763 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,603 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,455 | $46,292+9.0% | $143,757-64.9% | $64,808-22.1% |
| Participation rate | 60.0% | 64.2%-4.2pp | 80.3%-20.3pp | 71.5%-11.5pp |
| Annual return | -9.78% | -10.05%+0.3pp | -0.04%-9.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $2,182 | $1,910+14.3% | $4,951-55.9% | $2,506-12.9% |
| Participant deferral / active EE | $3,971 | $2,646+50.1% | $5,637-29.5% | $4,310-7.9% |
| Admin fee / account holder | $263 | $154+71.4% | $14,673-98.2% | $188+40.3% |