Filed April 29, 2024
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 | $3,947 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,256 | $52,953-71.2% | $172,739-91.2% | $65,185-76.6% |
| Participation rate | 98.3% | 66.2%+32.1pp | 82.6%+15.7pp | 70.2%+28.1pp |
| Annual return | 6.50% | 30.12%-23.6pp | 802.84%-796.3pp | 29.38%-22.9pp |
| Employer contribution / active EE | $1,181 | $2,190-46.1% | $5,143-77.0% | $2,177-45.7% |
| Participant deferral / active EE | $1,595 | $2,471-35.5% | $5,198-69.3% | $3,514-54.6% |
| Admin fee / account holder | $186 | $472-60.5% | $13,954-98.7% | $847-78.0% |