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 |
|---|---|---|
Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $19,385 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,055 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,584 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,247 | $100,227-66.8% | $169,993-80.4% | $74,419-55.3% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.0%+6.6pp | 70.7%+22.9pp |
| Annual return | 30.19% | 66.08%-35.9pp | 53.37%-23.2pp | 34.38%-4.2pp |
| Employer contribution / active EE | $2,562 | $4,263-39.9% | $6,785-62.2% | $2,637-2.8% |
| Participant deferral / active EE | $7,137 | $7,143-0.1% | $10,408-31.4% | $4,528+57.6% |
| Admin fee / account holder | $71 | $234-69.5% | $12,815-99.4% | $348-79.5% |