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 | $2,775 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,342 |
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 | $52,702 | $50,898+3.5% | $171,082-69.2% | $55,167-4.5% |
| Participation rate | 73.9% | 63.3%+10.7pp | 76.7%-2.8pp | 69.0%+4.9pp |
| Annual return | 10.76% | 15.34%-4.6pp | 32.56%-21.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $358 | $1,433-75.0% | $4,002-91.0% | $1,963-81.7% |
| Participant deferral / active EE | $3,008 | $2,994+0.5% | $4,797-37.3% | $3,054-1.5% |
| Admin fee / account holder | $33 | $500-93.4% | $8,520-99.6% | $504-93.4% |