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 | $80,435 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $29,891 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,421 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,290 | $45,324-55.2% | $122,332-83.4% | $69,631-70.9% |
| Participation rate | 92.7% | 59.9%+32.8pp | 71.6%+21.1pp | 70.7%+22.0pp |
| Annual return | 13.07% | 25.35%-12.3pp | 30.27%-17.2pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,727 | $1,230+40.5% | $4,050-57.4% | $2,032-15.0% |
| Participant deferral / active EE | $2,408 | $2,367+1.8% | $3,287-26.7% | $3,224-25.3% |
| Admin fee / account holder | $170 | $87+95.2% | $5,478-96.9% | $110+53.8% |