See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,327 |
Filed as: VOYA RETIREMENT & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,107 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96 |
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 | $32,626 | $80,753-59.6% | $136,294-76.1% | $62,292-47.6% |
| Participation rate | 87.6% | 73.5%+14.1pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 28.03% | 35.83%-7.8pp | 5155.94%-5127.9pp | 28.90%-0.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,993 | $5,164+74.1% | $6,247+44.0% | $3,169+183.8% |
| Admin fee / account holder | $115 | $525-78.0% | $9,243-98.8% | $479-75.9% |