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 | $1,013 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $462 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,183 | $56,629-29.0% | $77,999-48.5% | $55,167-27.2% |
| Participation rate | 30.2% | 73.3%-43.1pp | 75.5%-45.3pp | 69.0%-38.7pp |
| Annual return | 6.38% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $383 | $1,723-77.8% | $2,470-84.5% | $1,963-80.5% |
| Participant deferral / active EE | $1,027 | $2,777-63.0% | $3,497-70.6% | $3,054-66.4% |
| Admin fee / account holder | $19 | $467-95.9% | $5,480-99.7% | $504-96.2% |