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 INS CO Service code 28 · EIN 84-0467907 | Investment Management | $13,313 |
Filed as: RAYMOND JAMES & ASSOC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,019 |
Service code 13 16703 EARLY RISER AVENUE, SUITE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $1,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,246 | $40,385-49.9% | $80,569-74.9% | $74,419-72.8% |
| Participation rate | 33.5% | 47.4%-13.9pp | 67.0%-33.5pp | 70.7%-37.2pp |
| Annual return | 30.93% | 164.85%-133.9pp | 935.43%-904.5pp | 34.38%-3.4pp |
| Employer contribution / active EE | $692 | $1,496-53.8% | $2,723-74.6% | $2,637-73.8% |
| Participant deferral / active EE | $1,119 | $2,674-58.2% | $4,447-74.8% | $4,528-75.3% |
| Admin fee / account holder | $97 | $720-86.5% | $5,377-98.2% | $348-72.1% |