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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,854 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,829 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $13,435 |
UNIGLOBAL PENSION PLANNING, INC.4+ years Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 220334002 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $38,058-100.0% | $169,463-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 77.8%-77.8pp | 72.4%-72.4pp |
| Annual return | -4.43% | -2.88%-1.6pp | 1.83%-6.3pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $1,478-100.0% | $4,159-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $924 | $3,201-71.1% | $5,277-82.5% | $3,739-75.3% |
| Admin fee / account holder | $0 | $85-100.0% | $9,109-100.0% | $102-100.0% |