Filed December 12, 2023 (most recent of 2 filings on file)
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 15 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,186 | $49,451-39.0% | $79,550-62.1% | $66,914-54.9% |
| Participation rate | 78.1% | 61.3%+16.8pp | 69.5%+8.6pp | 69.8%+8.3pp |
| Annual return | -15.37% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $693 | $1,266-45.3% | $2,413-71.3% | $2,544-72.8% |
| Participant deferral / active EE | $4,639 | $3,159+46.9% | $3,985+16.4% | $4,237+9.5% |
| Admin fee / account holder | $18 | $595-97.0% | $6,832-99.7% | $593-97.0% |