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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,204 |
Service code 27 6011 WEST COURTYARD DR., STE. 405 · AUSTIN, TX 78730 | Advisory (Plan) | $4,234 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,870 |
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 | $96,048 | $58,726+63.6% | $92,233+4.1% | $62,292+54.2% |
| Participation rate | 81.1% | 68.3%+12.7pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 27.49% | 43.62%-16.1pp | 176.28%-148.8pp | 28.90%-1.4pp |
| Employer contribution / active EE | $2,782 | $2,392+16.3% | $3,679-24.4% | $2,042+36.2% |
| Participant deferral / active EE | $6,981 | $2,766+152.4% | $3,897+79.2% | $3,169+120.3% |
| Admin fee / account holder | $105 | $556-81.1% | $5,194-98.0% | $479-78.1% |