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 | $48,463 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,154 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,164 | $65,592+11.5% | $90,160-18.9% | $69,631+5.1% |
| Participation rate | 74.1% | 77.6%-3.6pp | 76.9%-2.8pp | 70.7%+3.4pp |
| Annual return | 18.57% | 57.10%-38.5pp | 34.88%-16.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,083 | $2,193-5.0% | $3,318-37.2% | $2,032+2.5% |
| Participant deferral / active EE | $7,247 | $5,257+37.9% | $5,288+37.1% | $3,224+124.8% |
| Admin fee / account holder | $156 | $86+81.8% | $5,943-97.4% | $110+41.1% |