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) | $37,036 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,992 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,410 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,823 | $71,516-48.5% | $98,439-62.6% | $71,457-48.5% |
| Participation rate | 98.3% | 72.7%+25.6pp | 75.2%+23.2pp | 67.9%+30.4pp |
| Annual return | 21.01% | 32.41%-11.4pp | 21.16%-0.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,237 | $2,399+35.0% | $3,048+6.2% | $2,588+25.1% |
| Participant deferral / active EE | $5,927 | $4,109+44.2% | $4,738+25.1% | $4,289+38.2% |
| Admin fee / account holder | $202 | $1,675-87.9% | $8,948-97.7% | $1,587-87.3% |