See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,130 |
ARGENT TRUST COMPANY1 year Service code 16 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Consulting | $24,619 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $21,186 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,914 |
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 | $133,377 | $73,102+82.5% | $123,544+8.0% | $56,287+137.0% |
| Participation rate | 92.8% | 74.3%+18.5pp | 82.3%+10.5pp | 69.9%+22.9pp |
| Annual return | 8.90% | 3.01%+5.9pp | 119.20%-110.3pp | -9.96%+18.9pp |
| Employer contribution / active EE | $3,992 | $2,977+34.1% | $4,628-13.7% | $2,111+89.1% |
| Participant deferral / active EE | $6,134 | $5,423+13.1% | $6,426-4.5% | $3,350+83.1% |
| Admin fee / account holder | $288 | $554-48.0% | $9,284-96.9% | $521-44.7% |