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 | $30,096 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
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 | $20,883 | $63,156-66.9% | $122,332-82.9% | $62,292-66.5% |
| Participation rate | 81.7% | 60.0%+21.7pp | 71.6%+10.0pp | 69.5%+12.2pp |
| Annual return | 18.49% | 20.61%-2.1pp | 30.27%-11.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $651 | $1,385-53.0% | $4,050-83.9% | $2,042-68.1% |
| Participant deferral / active EE | $2,177 | $2,321-6.2% | $3,287-33.8% | $3,169-31.3% |
| Admin fee / account holder | $130 | $440-70.4% | $5,478-97.6% | $479-72.9% |