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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,489 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $23,788 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 13 1 LIBRARY LANE · KINGSTON, NH 03848 | Contract Administrator | $14,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,645 |
Filed as: EMPOWER ANNUITY INSURANCE 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.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,346 | $57,831+4.3% | $82,389-26.8% | $85,563-29.5% |
| Participation rate | 45.9% | 55.0%-9.1pp | 69.5%-23.7pp | 66.0%-20.1pp |
| Annual return | 16.33% | 17.86%-1.5pp | 28.67%-12.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $49 | $1,643-97.0% | $2,517-98.1% | $2,654-98.2% |
| Participant deferral / active EE | $3,166 | $3,118+1.6% | $4,155-23.8% | $4,375-27.6% |
| Admin fee / account holder | $272 | $1,391-80.5% | $7,231-96.2% | $834-67.4% |