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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $129,292 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 15 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Recordkeeping | $90,125 |
TD AMERITRADE, INC.2+ years Service code 15 200 S. 108TH AVENUE · OMAHA, NE 68154 | Recordkeeping | $380 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $268 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,640 | $57,921+27.1% | $84,750-13.1% | $57,658+27.7% |
| Participation rate | 91.2% | 72.9%+18.2pp | 76.6%+14.6pp | 70.2%+20.9pp |
| Annual return | 7.87% | 10.24%-2.4pp | 22.78%-14.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,618 | $2,598+0.7% | $3,574-26.8% | $1,974+32.6% |
| Participant deferral / active EE | $4,874 | $2,742+77.7% | $3,712+31.3% | $3,061+59.3% |
| Admin fee / account holder | $610 | $130+370.6% | $5,332-88.6% | $95+545.6% |