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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,305 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $453,739 | $80,753+461.9% | $136,294+232.9% | $62,292+628.4% |
| Participation rate | 12.6% | 73.5%-61.0pp | 81.9%-69.3pp | 69.5%-56.9pp |
| Annual return | 22.32% | 35.83%-13.5pp | 5155.94%-5133.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,866 | $2,884-35.3% | $4,695-60.3% | $2,042-8.6% |
| Participant deferral / active EE | $8,898 | $5,164+72.3% | $6,247+42.4% | $3,169+180.8% |
| Admin fee / account holder | $101 | $525-80.7% | $9,243-98.9% | $479-78.9% |