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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $46,225 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS Service code 26 2705 PARK MARINA DRIVE · REDDING, CA 96001 | Advisory (Participants) | $29,801 |
ALLIED INVESTMENTS11+ years Service code 26 1648 POLY DRIVE, STE 102 · BILINGS, MT 59102 | Advisory (Participants) | $23,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,836 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 401 NORTH 31ST STREET · BILLINGS, MT 59101 | Securities Custodian | $21,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $13,165 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL AND HURLEY Service code 13 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $12,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,409 | $49,915+361.6% | $154,803+48.8% | $74,304+210.1% |
| Participation rate | 99.0% | 54.0%+45.1pp | 78.1%+20.9pp | 60.3%+38.7pp |
| Annual return | 16.91% | 34.06%-17.1pp | 58.88%-42.0pp | 29.43%-12.5pp |
| Employer contribution / active EE | $10,755 | $1,611+567.5% | $4,305+149.8% | $2,241+379.9% |
| Participant deferral / active EE | $6,926 | $2,255+207.2% | $5,540+25.0% | $3,767+83.8% |
| Admin fee / account holder | $1,141 | $2,189-47.9% | $14,329-92.0% | $2,969-61.6% |