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 | $64,241 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $30,451 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383 |
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 | $25,364 | $37,196-31.8% | $154,107-83.5% | $55,725-54.5% |
| Participation rate | 93.1% | 64.1%+29.0pp | 83.0%+10.0pp | 70.9%+22.2pp |
| Annual return | 8.59% | 1319.68%-1311.1pp | 735.12%-726.5pp | 244.93%-236.3pp |
| Employer contribution / active EE | $2,171 | $1,614+34.5% | $5,298-59.0% | $2,078+4.5% |
| Participant deferral / active EE | $2,717 | $2,068+31.4% | $5,081-46.5% | $3,356-19.0% |
| Admin fee / account holder | $185 | $102+82.1% | $13,411-98.6% | $115+60.6% |