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 | $8,971 |
INTEGRA BENEFITS CONSULTING LLC4+ years Service code 13 PO BOX 1808 · SPARTANBURG, SC 29304 | Contract Administrator | $3,600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $744 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $711 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,735 | $43,504-15.6% | $68,793-46.6% | $56,287-34.7% |
| Participation rate | 75.6% | 67.8%+7.8pp | 72.2%+3.4pp | 69.9%+5.8pp |
| Annual return | -4.64% | -3.15%-1.5pp | -4.63%0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,000 | $1,525-34.5% | $2,625-61.9% | $2,111-52.6% |
| Participant deferral / active EE | $1,854 | $2,509-26.1% | $3,311-44.0% | $3,350-44.6% |
| Admin fee / account holder | $195 | $515-62.2% | $5,131-96.2% | $521-62.6% |