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 9-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 | $14,347 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,305 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Plan) | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,994 | $80,177-60.1% | $123,892-74.2% | $57,658-44.5% |
| Participation rate | 31.8% | 74.4%-42.6pp | 81.4%-49.6pp | 70.2%-38.4pp |
| Annual return | 8.32% | 17.90%-9.6pp | 47.52%-39.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $527 | $2,913-81.9% | $4,617-88.6% | $1,974-73.3% |
| Participant deferral / active EE | $1,772 | $5,130-65.5% | $5,984-70.4% | $3,061-42.1% |
| Admin fee / account holder | $179 | $106+68.0% | $8,357-97.9% | $95+89.0% |