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 7-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $22,374 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,520 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,511 |
ERISA SERVICES, INC.3 years Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $3,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,232 | $56,638-36.0% | $169,368-78.6% | $74,419-51.3% |
| Participation rate | 56.4% | 67.5%-11.1pp | 77.1%-20.7pp | 70.7%-14.3pp |
| Annual return | 14.65% | 24.75%-10.1pp | 405.60%-391.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,794 | $4,223-10.2% | $6,221-39.0% | $4,528-16.2% |
| Admin fee / account holder | $214 | $307-30.1% | $9,003-97.6% | $348-38.4% |