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 | $8,508 |
TPG FINANCIAL ADVISORS, LLC2+ years Service code 27 11740 SW 68TH PKWY · PORTLAND, OR 97223 | Advisory (Plan) | $8,143 |
NORTHWEST RETIREMENT PLANS, INC.2+ years Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | $3,257 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,449 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,765 | $46,732-55.6% | $156,549-86.7% | $55,167-62.4% |
| Participation rate | 76.7% | 65.8%+10.9pp | 84.0%-7.3pp | 69.0%+7.7pp |
| Annual return | 11.27% | 17.72%-6.5pp | 32.23%-21.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $536 | $2,105-74.5% | $5,501-90.3% | $1,963-72.7% |
| Participant deferral / active EE | $3,673 | $2,204+66.6% | $4,871-24.6% | $3,054+20.3% |
| Admin fee / account holder | $58 | $418-86.0% | $13,027-99.6% | $504-88.4% |