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) | $45,310 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,312 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,024 |
RETIREMENT PLANNING SERVICES, INC.8+ years Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 P.O. BOX 64535 · ST. PAUL, MN 55164 | Contract Administrator | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,755 | $84,487-30.5% | $125,339-53.1% | $66,914-12.2% |
| Participation rate | 82.6% | 76.4%+6.2pp | 82.4%+0.3pp | 69.8%+12.8pp |
| Annual return | -13.63% | -8.39%-5.2pp | 572.05%-585.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,641 | $3,553+2.5% | $4,814-24.4% | $2,544+43.1% |
| Participant deferral / active EE | $8,545 | $6,781+26.0% | $7,446+14.8% | $4,237+101.7% |
| Admin fee / account holder | $343 | $685-50.0% | $10,010-96.6% | $593-42.2% |