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) | $27,076 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $12,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $5,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,455 | $54,517-55.1% | $75,972-67.8% | $74,495-67.2% |
| Participation rate | 83.8% | 60.3%+23.5pp | 69.1%+14.8pp | 67.2%+16.6pp |
| Annual return | 13.98% | 31.82%-17.8pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,613 | $1,777+47.0% | $2,685-2.7% | $2,623-0.4% |
| Participant deferral / active EE | $4,008 | $3,066+30.7% | $4,255-5.8% | $4,346-7.8% |
| Admin fee / account holder | $166 | $2,229-92.6% | $6,467-97.4% | $1,942-91.5% |