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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,111 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $9,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,614 | $62,624-62.3% | $177,989-86.7% | $77,643-69.6% |
| Participation rate | 72.8% | 66.8%+6.0pp | 77.1%-4.3pp | 70.6%+2.2pp |
| Annual return | 13.80% | 16.16%-2.4pp | 294.48%-280.7pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,427 | $4,219-42.5% | $6,276-61.3% | $4,647-47.8% |
| Admin fee / account holder | $101 | $386-73.9% | $10,363-99.0% | $430-76.6% |