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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,019 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $33,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,944 | $59,417+61.5% | $93,606+2.5% | $74,495+28.8% |
| Participation rate | 99.5% | 59.7%+39.8pp | 68.7%+30.8pp | 67.2%+32.3pp |
| Annual return | 9.41% | 81.83%-72.4pp | 133.20%-123.8pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,757 | $1,264+39.0% | $2,420-27.4% | $2,623-33.0% |
| Participant deferral / active EE | $4,971 | $3,050+63.0% | $4,411+12.7% | $4,346+14.4% |
| Admin fee / account holder | $479 | $3,021-84.1% | $8,285-94.2% | $1,942-75.3% |