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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 | $9,010 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $5,615 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,211 | $47,977-85.0% | $154,107-95.3% | $56,287-87.2% |
| Participation rate | 39.0% | 66.2%-27.2pp | 83.0%-44.0pp | 69.9%-30.8pp |
| Annual return | 6.11% | 3.54%+2.6pp | 735.12%-729.0pp | -9.96%+16.1pp |
| Employer contribution / active EE | $105 | $2,169-95.2% | $5,298-98.0% | $2,111-95.0% |
| Participant deferral / active EE | $787 | $2,392-67.1% | $5,081-84.5% | $3,350-76.5% |
| Admin fee / account holder | $92 | $438-79.1% | $13,411-99.3% | $521-82.4% |