Filed July 25, 2023 (most recent of 2 filings on file)
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 | $8,124 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,496 |
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.
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 | $19,768 | $31,370-37.0% | $74,583-73.5% | $63,975-69.1% |
| Participation rate | 4.7% | 42.6%-37.8pp | 68.1%-63.4pp | 71.1%-66.4pp |
| Annual return | 6.95% | -105.16%+112.1pp | 20.47%-13.5pp | 48.65%-41.7pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $218 | $1,560-86.0% | $3,458-93.7% | $3,356-93.5% |
| Admin fee / account holder | $19 | $77-75.1% | $4,138-99.5% | $70-72.8% |