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 | $44,725 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $27,509 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $11,161 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
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 | $41,714 | $61,272-31.9% | $149,673-72.1% | $71,457-41.6% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 10.64% | 35.85%-25.2pp | 134.42%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $3,131 | $2,378+31.6% | $4,818-35.0% | $2,588+21.0% |
| Participant deferral / active EE | $4,568 | $2,917+56.6% | $5,680-19.6% | $4,289+6.5% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.0% |