See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,215 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,000 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $6,648 |
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 | $132,567 | $56,423+135.0% | $77,163+71.8% | $71,457+85.5% |
| Participation rate | 76.8% | 64.3%+12.5pp | 69.6%+7.2pp | 67.9%+8.9pp |
| Annual return | 16.24% | 19.05%-2.8pp | 37.87%-21.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,960 | $1,866+165.8% | $2,535+95.7% | $2,588+91.7% |
| Participant deferral / active EE | $7,732 | $3,142+146.1% | $3,833+101.7% | $4,289+80.3% |
| Admin fee / account holder | $240 | $1,429-83.2% | $5,472-95.6% | $1,587-84.9% |