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 | $16,246 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,984 |
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 | $30,149 | $81,625-63.1% | $167,512-82.0% | $74,304-59.4% |
| Participation rate | 71.8% | 60.0%+11.8pp | 77.1%-5.3pp | 60.3%+11.5pp |
| Annual return | 14.95% | 26.09%-11.1pp | 1615.79%-1600.8pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,741 | $4,115-33.4% | $6,405-57.2% | $3,767-27.2% |
| Admin fee / account holder | $154 | $3,474-95.6% | $9,769-98.4% | $2,969-94.8% |