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 | $5,494 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $5,319 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $872 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
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 | $40,729 | $73,102-44.3% | $123,544-67.0% | $56,287-27.6% |
| Participation rate | 83.9% | 74.3%+9.6pp | 82.3%+1.6pp | 69.9%+14.0pp |
| Annual return | -1.83% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,544 | $2,977-48.1% | $4,628-66.6% | $2,111-26.9% |
| Participant deferral / active EE | $5,256 | $5,423-3.1% | $6,426-18.2% | $3,350+56.9% |
| Admin fee / account holder | $40 | $554-92.8% | $9,284-99.6% | $521-92.4% |