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 | $47,240 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,739 |
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 | $138,131 | $92,055+50.1% | $106,213+30.1% | $77,643+77.9% |
| Participation rate | 90.5% | 81.0%+9.5pp | 75.3%+15.2pp | 70.6%+20.0pp |
| Annual return | 14.58% | 17.91%-3.3pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,239 | $3,367+25.9% | $3,171+33.7% | $2,726+55.5% |
| Participant deferral / active EE | $9,962 | $5,386+85.0% | $5,016+98.6% | $4,647+114.4% |
| Admin fee / account holder | $186 | $219-15.0% | $11,033-98.3% | $430-56.7% |