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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $49,074 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,000 |
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 | $0 | $73,710-100.0% | $98,439-100.0% | - |
| Participation rate | 0.0% | 64.9%-64.9pp | 75.2%-75.2pp | - |
| Annual return | 16.41% | 11.66%+4.7pp | 21.16%-4.8pp | - |
| Employer contribution / active EE | $0 | $2,125-100.0% | $3,048-100.0% | - |
| Participant deferral / active EE | $0 | $4,019-100.0% | $4,738-100.0% | - |
| Admin fee / account holder | $0 | $12,790-100.0% | $8,948-100.0% | - |