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 4-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: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,204 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $14,005 |
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 | $56,364 | $87,870-35.9% | $113,168-50.2% | $74,304-24.1% |
| Participation rate | 92.8% | 70.7%+22.0pp | 76.6%+16.2pp | 60.3%+32.4pp |
| Annual return | 19.46% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $3,011 | $2,277+32.3% | $2,975+1.2% | $2,241+34.4% |
| Participant deferral / active EE | $5,510 | $4,241+29.9% | $5,107+7.9% | $3,767+46.3% |
| Admin fee / account holder | $420 | $3,368-87.5% | $12,068-96.5% | $2,969-85.9% |