Filed October 22, 2020 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $28,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,938 | $50,815-9.6% | $155,509-70.5% | $77,643-40.8% |
| Participation rate | 62.5% | 63.1%-0.6pp | 78.2%-15.7pp | 70.6%-8.1pp |
| Annual return | 16.86% | 34.80%-17.9pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,239 | $1,993+12.4% | $4,672-52.1% | $2,726-17.8% |
| Participant deferral / active EE | $3,578 | $2,822+26.8% | $5,626-36.4% | $4,647-23.0% |
| Admin fee / account holder | $109 | $437-75.1% | $15,912-99.3% | $430-74.7% |