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 | $29,599 |
Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $24,329 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,664 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,757 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $2,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,888 | $88,083+21.3% | $164,813-35.1% | $74,495+43.5% |
| Participation rate | 87.3% | 73.0%+14.3pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 13.26% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,489 | $2,593-4.0% | $4,341-42.7% | $2,623-5.1% |
| Participant deferral / active EE | $4,902 | $4,498+9.0% | $6,031-18.7% | $4,346+12.8% |
| Admin fee / account holder | $503 | $2,234-77.5% | $12,690-96.0% | $1,942-74.1% |