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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,120 |
Filed as: RAYMOND JAMES & ASSOCIATES .00 INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $59,624 |
STEVENS DOWD & COMPANY4 years Service code 13 629 LAKELAND E DR · FLOWOOD, MS 39232 | Contract Administrator | $5,000 |
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 | $23,047 | $42,353-45.6% | $79,550-71.0% | $64,808-64.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -18.63% | -12.24%-6.4pp | 0.16%-18.8pp | 32.82%-51.4pp |
| Employer contribution / active EE | $2,710 | $1,181+129.5% | $2,413+12.3% | $2,506+8.1% |
| Participant deferral / active EE | $4,712 | $3,170+48.6% | $3,985+18.2% | $4,310+9.3% |
| Admin fee / account holder | $171 | $160+7.1% | $6,832-97.5% | $188-9.0% |