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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,045 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 401 S TRYON ST 11TH FLO D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,800 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC Service code 13 | Contract Administrator | $12,000 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY CPAS PC Service code 10 1930 17TH STREET 200 · BOULDER, CO 80302 | Accounting | $11,017 |
GOLDLEAF PARTNERS2 years Service code 13 8009 34TH AVE S · BLOOMINGTON, MN 55425 | Contract Administrator | $8,931 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,068 | $155,795-67.9% | $136,294-63.3% | $69,631-28.1% |
| Participation rate | 64.9% | 75.2%-10.4pp | 81.9%-17.1pp | 70.7%-5.8pp |
| Annual return | 242.67% | 232464.33%-232221.7pp | 5155.94%-4913.3pp | 27571.02%-27328.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,720 | $5,394-12.5% | $6,247-24.4% | $3,224+46.4% |
| Admin fee / account holder | $325 | $128+153.5% | $9,243-96.5% | $110+194.4% |