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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,516 |
GESCHER HERBER GROUP LLC1 year Service code 27 388 STATE STREET STE 1000 · SALEM, OR 97301 | Advisory (Plan) | $12,428 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 | Contract Administrator | $1,554 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $850 |
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 | $27,495 | $57,354-52.1% | $83,848-67.2% | $64,186-57.2% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.9pp | 69.6%+27.4pp |
| Annual return | -7.81% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,226 | $2,545+144.6% | $3,631+71.5% | $2,381+161.5% |
| Participant deferral / active EE | $3,179 | $2,993+6.2% | $4,082-22.1% | $3,470-8.4% |
| Admin fee / account holder | $202 | $4,046-95.0% | $5,478-96.3% | $4,888-95.9% |