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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,670 |
BKS RETIREMENT SERVICES3 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,925 | $82,202-53.9% | $125,339-69.7% | $64,808-41.5% |
| Participation rate | 45.6% | 77.9%-32.2pp | 82.4%-36.7pp | 71.5%-25.8pp |
| Annual return | -13.52% | 3.48%-17.0pp | 572.05%-585.6pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,052 | $3,615-70.9% | $4,814-78.1% | $2,506-58.0% |
| Participant deferral / active EE | $3,446 | $7,175-52.0% | $7,446-53.7% | $4,310-20.1% |
| Admin fee / account holder | $116 | $163-28.6% | $10,010-98.8% | $188-38.0% |