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 9-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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC8+ years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $20,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,600 | $69,823-21.8% | $77,163-29.2% | $74,419-26.6% |
| Participation rate | 89.2% | 70.0%+19.2pp | 69.6%+19.7pp | 70.7%+18.5pp |
| Annual return | 61.79% | 19.98%+41.8pp | 37.87%+23.9pp | 34.38%+27.4pp |
| Employer contribution / active EE | $1,603 | $2,150-25.4% | $2,535-36.8% | $2,637-39.2% |
| Participant deferral / active EE | $3,925 | $3,558+10.3% | $3,833+2.4% | $4,528-13.3% |
| Admin fee / account holder | $19 | $398-95.1% | $5,472-99.6% | $348-94.4% |