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 6-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $25,924 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,430 | $71,883-57.7% | $86,677-64.9% | $68,494-55.6% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.3pp | 67.9%+27.0pp |
| Annual return | -17.41% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,392 | $2,173+10.1% | $2,836-15.7% | $2,596-7.9% |
| Participant deferral / active EE | $3,758 | $3,779-0.5% | $4,656-19.3% | $4,027-6.7% |
| Admin fee / account holder | $347 | $6,112-94.3% | $7,493-95.4% | $5,403-93.6% |