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 |
|---|---|---|
IFP ADVISORS INC DBA INDEPENDENT FI10+ years Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $31,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,196 | $78,485+16.2% | $106,213-14.1% | $74,495+22.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 12.89% | 15.95%-3.1pp | 116.14%-103.2pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $718 | $2,523-71.5% | $3,171-77.4% | $2,623-72.6% |
| Participant deferral / active EE | $5,618 | $4,322+30.0% | $5,016+12.0% | $4,346+29.3% |
| Admin fee / account holder | $313 | $2,232-86.0% | $11,033-97.2% | $1,942-83.9% |