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 ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,244 |
Filed as: RAYMOND JAMES FINANCIAL SRVS Service code 27 · EIN 59-1531281 | Advisory (Plan) | $15,290 |
PBMARES, LLP5 years Service code 13 · EIN 54-0737372 | Contract Administrator | $7,663 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $780 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,010 | $50,815-70.5% | $155,509-90.3% | $77,643-80.7% |
| Participation rate | 44.7% | 63.1%-18.4pp | 78.2%-33.5pp | 70.6%-25.9pp |
| Annual return | 11.91% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $330 | $1,993-83.4% | $4,672-92.9% | $2,726-87.9% |
| Participant deferral / active EE | $1,164 | $2,822-58.8% | $5,626-79.3% | $4,647-75.0% |
| Admin fee / account holder | $221 | $437-49.5% | $15,912-98.6% | $430-48.8% |