Filed February 4, 2016
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $311,220 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $286,117 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Distribution (1... | $2,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,078 | $111,072+30.6% | $156,263-7.2% | $102,872+41.0% |
| Participation rate | 97.4% | 80.1%+17.3pp | 78.9%+18.5pp | 73.0%+24.4pp |
| Annual return | 16.47% | 16.98%-0.5pp | 59.47%-43.0pp | 19.06%-2.6pp |
| Employer contribution / active EE | $7,334 | $4,017+82.6% | $4,333+69.3% | $3,526+108.0% |
| Participant deferral / active EE | $6,451 | $5,455+18.3% | $6,158+4.8% | $5,535+16.6% |
| Admin fee / account holder | $148 | $120+22.7% | $14,255-99.0% | $292-49.4% |