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 13 501 PARK DRIVE SOUTH · GREAT FALLS, ME 594051879 | Contract Administrator | $2,346 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,187 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
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 | $17,121 | $55,453-69.1% | $170,442-90.0% | $62,292-72.5% |
| Participation rate | 44.6% | 66.4%-21.8pp | 83.6%-39.0pp | 69.5%-24.9pp |
| Annual return | 12.92% | 21.38%-8.5pp | 205.93%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $424 | $2,164-80.4% | $5,433-92.2% | $2,042-79.2% |
| Participant deferral / active EE | $755 | $2,303-67.2% | $4,939-84.7% | $3,169-76.2% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.6% |