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: RAYMOND JAMES FINANCIAL SRVS Service code 27 · EIN 59-1531281 | Advisory (Plan) | $13,775 |
PBMARES, LLP4 years Service code 13 · EIN 54-0737372 | Contract Administrator | $7,677 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,310 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,280 | $61,272-73.4% | $149,673-89.1% | $71,457-77.2% |
| Participation rate | 51.0% | 62.5%-11.5pp | 78.8%-27.7pp | 67.9%-16.9pp |
| Annual return | 14.16% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $434 | $2,378-81.7% | $4,818-91.0% | $2,588-83.2% |
| Participant deferral / active EE | $1,252 | $2,917-57.1% | $5,680-78.0% | $4,289-70.8% |
| Admin fee / account holder | $117 | $1,261-90.7% | $13,210-99.1% | $1,587-92.6% |