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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,386 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,843 | $56,640-12.0% | $80,975-38.4% | $57,658-13.6% |
| Participation rate | 50.4% | 75.9%-25.5pp | 75.8%-25.4pp | 70.2%-19.8pp |
| Annual return | 8.04% | 19.97%-11.9pp | 17.10%-9.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $882 | $2,085-57.7% | $3,714-76.3% | $1,974-55.3% |
| Participant deferral / active EE | $2,918 | $4,944-41.0% | $5,696-48.8% | $3,061-4.7% |
| Admin fee / account holder | $14 | $87-84.2% | $5,516-99.8% | $95-85.5% |