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 | $25,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,699 | $31,424-75.5% | $81,478-90.6% | $69,631-88.9% |
| Participation rate | 88.4% | 50.8%+37.5pp | 68.0%+20.4pp | 70.7%+17.7pp |
| Annual return | 24.53% | 22.44%+2.1pp | 38.78%-14.3pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $1,366 | $1,029+32.8% | $2,568-46.8% | $2,032-32.8% |
| Participant deferral / active EE | $2,104 | $1,838+14.4% | $3,537-40.5% | $3,224-34.7% |
| Admin fee / account holder | $16 | $103-84.1% | $4,561-99.6% | $110-85.2% |