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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8 years Service code 99 7506 LYNX WAY, STE 201 · MELBOURNE, FL 32940 | Other Fees | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,650 | $34,934-40.9% | $56,411-63.4% | $74,495-72.3% |
| Participation rate | 32.4% | 32.8%-0.5pp | 52.5%-20.1pp | 67.2%-34.8pp |
| Annual return | 8.76% | 25.94%-17.2pp | 1701.33%-1692.6pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $715 | $609+17.5% | $1,039-31.1% | $2,623-72.7% |
| Participant deferral / active EE | $1,383 | $1,170+18.1% | $1,952-29.2% | $4,346-68.2% |
| Admin fee / account holder | $158 | $2,364-93.3% | $2,829-94.4% | $1,942-91.9% |