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 |
|---|---|---|
RETIREMENTPLANS.COM, LLC2+ years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 310 · ADDISON, TX 75001 | Contract Administrator | $3,436 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,500 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $1,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,911 | $52,884-49.1% | $84,750-68.2% | $55,167-51.2% |
| Participation rate | 62.1% | 67.5%-5.4pp | 76.6%-14.4pp | 69.0%-6.8pp |
| Annual return | 7.15% | 18.03%-10.9pp | 22.78%-15.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,366 | $2,233-38.8% | $3,574-61.8% | $1,963-30.4% |
| Participant deferral / active EE | $2,206 | $2,644-16.6% | $3,712-40.6% | $3,054-27.8% |
| Admin fee / account holder | $30 | $581-94.9% | $5,332-99.4% | $504-94.1% |