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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,451 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $10,752 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,388 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $630 |
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 | $81,396 | $46,732+74.2% | $156,549-48.0% | $55,167+47.5% |
| Participation rate | 97.9% | 65.8%+32.1pp | 84.0%+13.9pp | 69.0%+29.0pp |
| Annual return | 7.72% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $7,010 | $2,105+233.0% | $5,501+27.4% | $1,963+257.2% |
| Participant deferral / active EE | $4,939 | $2,204+124.1% | $4,871+1.4% | $3,054+61.7% |
| Admin fee / account holder | $104 | $418-75.0% | $13,027-99.2% | $504-79.3% |