Filed January 20, 2022
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 8-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 | $55,532 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $22,029 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $4,179 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $223 |
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 | $22,067 | $46,173-52.2% | $170,442-87.1% | $69,631-68.3% |
| Participation rate | 88.7% | 63.9%+24.8pp | 83.6%+5.1pp | 70.7%+18.0pp |
| Annual return | 13.50% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,952 | $1,610+21.3% | $5,433-64.1% | $2,032-3.9% |
| Participant deferral / active EE | $2,391 | $2,080+14.9% | $4,939-51.6% | $3,224-25.8% |
| Admin fee / account holder | $157 | $116+35.1% | $13,880-98.9% | $110+41.9% |