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 LLC9+ years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $127,455 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,495 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $942 |
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 | $61,501 | $66,457-7.5% | $81,382-24.4% | $77,643-20.8% |
| Participation rate | 95.8% | 68.7%+27.1pp | 69.5%+26.4pp | 70.6%+25.3pp |
| Annual return | 12.95% | 15.93%-3.0pp | 24.73%-11.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,281 | $2,159+5.6% | $2,463-7.4% | $2,726-16.3% |
| Participant deferral / active EE | $5,407 | $3,679+47.0% | $3,883+39.2% | $4,647+16.3% |
| Admin fee / account holder | $172 | $583-70.5% | $5,768-97.0% | $430-60.1% |