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 | $102,100 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 55 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $39,616 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,477 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,588 |
PINPOINT FINANCIAL, LLC3+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $3,475 |
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 | $49,138 | $75,284-34.7% | $91,001-46.0% | $69,631-29.4% |
| Participation rate | 71.0% | 80.4%-9.4pp | 75.6%-4.6pp | 70.7%+0.3pp |
| Annual return | 15.57% | 48.40%-32.8pp | 4.60%+11.0pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,004 | $3,700-18.8% | $3,547-15.3% | $3,224-6.8% |
| Admin fee / account holder | $233 | $111+110.7% | $5,417-95.7% | $110+111.0% |