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 | $51,292 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID-CONTINENT SECURITIES ADVISORS L Service code 55 1218 WEBSTER ST · HOUSTON, TX 77002 | Other Commissions | $25,557 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,075 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,040 |
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 | $46,172 | $85,766-46.2% | $136,294-66.1% | $70,131-34.2% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 19.22% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,247 | $2,966-24.2% | $4,695-52.1% | $2,342-4.1% |
| Participant deferral / active EE | $6,864 | $5,051+35.9% | $6,247+9.9% | $3,332+106.0% |
| Admin fee / account holder | $227 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |