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 | $9,007 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,280 | $65,592+13.2% | $90,160-17.6% | $69,631+6.7% |
| Participation rate | 61.9% | 77.6%-15.7pp | 76.9%-14.9pp | 70.7%-8.7pp |
| Annual return | 14.09% | 57.10%-43.0pp | 34.88%-20.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,560 | $2,193-28.9% | $3,318-53.0% | $2,032-23.2% |
| Participant deferral / active EE | $5,232 | $5,257-0.5% | $5,288-1.1% | $3,224+62.3% |
| Admin fee / account holder | $29 | $86-65.6% | $5,943-99.5% | $110-73.3% |