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: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $36,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,444 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,620 | $81,908-57.7% | $90,749-61.9% | $64,808-46.6% |
| Participation rate | 98.5% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -14.85% | -12.53%-2.3pp | -12.16%-2.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,756 | $3,065-10.1% | $2,921-5.7% | $2,506+10.0% |
| Participant deferral / active EE | $4,464 | $4,840-7.8% | $4,564-2.2% | $4,310+3.6% |
| Admin fee / account holder | $223 | $157+41.7% | $8,445-97.4% | $188+18.5% |