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 Service code 64 | Recordkeeping Fees | $62,052 |
ROYAL FUND MANAGEMENT, LLC5 years Service code 27 · EIN 90-0561235 | Advisory (Plan) | $32,879 |
JOSEPH R. FAULK7 years Service code 99 · EIN 26-1498632 | Other Fees | $9,929 |
Service code 13 · EIN 64-0765749 | Contract Administrator | $9,500 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 | Contract Administrator | $8,527 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $3,739 |
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 | $95,337 | $91,407+4.3% | $135,903-29.8% | $71,457+33.4% |
| Participation rate | 92.6% | 75.7%+16.9pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 18.58% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,735 | $3,703+27.9% | $4,856-2.5% | $2,588+83.0% |
| Participant deferral / active EE | $11,609 | $7,092+63.7% | $7,758+49.6% | $4,289+170.7% |
| Admin fee / account holder | $386 | $1,266-69.5% | $10,762-96.4% | $1,587-75.7% |