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 9-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 |
|---|---|---|
PRIMETRUST ADVISORS, LLC4+ years Service code 27 101 COLLEGE STREET SUITE 1-B · GREENVILLE, SC 29601 | Advisory (Plan) | $19,127 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,887 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $155 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,071 | $65,376-54.0% | $87,100-65.5% | $65,185-53.9% |
| Participation rate | 88.0% | 75.3%+12.7pp | 76.9%+11.1pp | 70.2%+17.8pp |
| Annual return | 5.66% | 31.27%-25.6pp | 28.19%-22.5pp | 29.38%-23.7pp |
| Employer contribution / active EE | $106 | $1,822-94.2% | $2,521-95.8% | $2,177-95.1% |
| Participant deferral / active EE | $892 | $3,388-73.7% | $4,049-78.0% | $3,514-74.6% |
| Admin fee / account holder | $100 | $520-80.8% | $7,497-98.7% | $847-88.2% |