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 | $11,734 |
Service code 27 6011 WEST COURTYARD DR., STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $7,637 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,885 |
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 | $80,461 | $55,449+45.1% | $83,848-4.0% | $56,287+42.9% |
| Participation rate | 92.1% | 68.0%+24.1pp | 76.1%+15.9pp | 69.9%+22.2pp |
| Annual return | -4.19% | -1.38%-2.8pp | 850.88%-855.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,021 | $2,430+24.3% | $3,631-16.8% | $2,111+43.1% |
| Participant deferral / active EE | $8,144 | $2,935+177.4% | $4,082+99.5% | $3,350+143.1% |
| Admin fee / account holder | $116 | $656-82.4% | $5,478-97.9% | $521-77.8% |