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 9-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 | $36,642 |
SECURITIES AMERICA INC1 year Service code 55 12325 PORT GRACE BLVD · LA VISTA, MP 68128 | Other Commissions | $23,427 |
HEIN & ASSOCIATES LLP1 year Service code 10 1999 BROADWAY STE 4000 · DENVER, CO 80202 | Accounting | $14,559 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,541 |
INTERVISION SYSTEMS LLC1 year Service code 99 2270 MARTIN AVE · SANTA CLARA, CA 95050 | Other Fees | $1,191 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,344 | $85,766+73.0% | $136,294+8.8% | $70,131+111.5% |
| Participation rate | 77.2% | 74.2%+3.1pp | 81.9%-4.7pp | 69.5%+7.7pp |
| Annual return | 16.11% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,273 | $5,051+83.6% | $6,247+48.4% | $3,332+178.3% |
| Admin fee / account holder | $687 | $5,420-87.3% | $9,243-92.6% | $4,645-85.2% |