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 |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $36,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,171 |
Service code 99 315 E ROBINSON ST STE 200 · ORLANDO, FL 32801 | Other Fees | $1,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $804 |
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 | $63,544 | $102,553-38.0% | $151,611-58.1% | $66,914-5.0% |
| Participation rate | 96.9% | 85.5%+11.4pp | 87.5%+9.4pp | 69.8%+27.1pp |
| Annual return | -16.82% | -10.82%-6.0pp | 3.33%-20.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,049 | $4,180+20.8% | $6,166-18.1% | $2,544+98.5% |
| Participant deferral / active EE | $9,823 | $6,641+47.9% | $8,363+17.5% | $4,237+131.8% |
| Admin fee / account holder | $266 | $630-57.7% | $11,616-97.7% | $593-55.1% |