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 | $11,647 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $8,864 |
Service code 55 117 TOWNE LAKE PKWY STE 200 · WOODSTOCK, GA 30188 | Other Commissions | $869 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $655 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
Employer contribution per participant 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 | $18,057 | $48,576-62.8% | $169,463-89.3% | $56,287-67.9% |
| Participation rate | 87.5% | 65.8%+21.7pp | 77.8%+9.7pp | 69.9%+17.6pp |
| Annual return | -6.84% | -2.51%-4.3pp | 1.83%-8.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,855 | $3,275-43.4% | $5,277-64.8% | $3,350-44.6% |
| Admin fee / account holder | $76 | $435-82.5% | $9,109-99.2% | $521-85.4% |