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 27 7200 E HAMPDEN AVE STE 206 · DENVER, CO 80224 | Advisory (Plan) | $89,551 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,837 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,142 |
PENTEGRA SERVICES, INC.2 years Service code 13 701 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $23,564 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,469 | $106,028-13.7% | $146,958-37.8% | $77,643+17.8% |
| Participation rate | 88.1% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 88.93% | 56.73%+32.2pp | 418.34%-329.4pp | 31.24%+57.7pp |
| Employer contribution / active EE | $4,343 | $4,063+6.9% | $4,933-12.0% | $2,726+59.3% |
| Participant deferral / active EE | $9,388 | $7,990+17.5% | $8,070+16.3% | $4,647+102.0% |
| Admin fee / account holder | $402 | $337+19.3% | $12,998-96.9% | $430-6.5% |