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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,585 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,979 |
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $15,925 |
PETRINOVICH PUGH & COMPANY, LLP2+ years Service code 10 333 W SANTA CLARA ST STE 830 · SAN JOSE, CA 95113 | Accounting | $7,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,079 | $75,183-13.4% | $123,892-47.5% | $55,167+18.0% |
| Participation rate | 55.9% | 72.8%-16.9pp | 81.4%-25.5pp | 69.0%-13.1pp |
| Annual return | 8.11% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,749 | $5,084+13.1% | $5,984-3.9% | $3,054+88.2% |
| Admin fee / account holder | $485 | $663-26.7% | $8,357-94.2% | $504-3.7% |