Filed December 22, 2023 (most recent of 6 filings on file)
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: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $200,117 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $170,902 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,457 | $95,918-29.7% | $151,611-55.5% | $77,904-13.4% |
| Participation rate | 98.6% | 88.7%+9.8pp | 87.5%+11.1pp | 73.7%+24.9pp |
| Annual return | -17.78% | -5.50%-12.3pp | 3.33%-21.1pp | 12.21%-30.0pp |
| Employer contribution / active EE | $4,632 | $4,330+7.0% | $6,166-24.9% | $2,848+62.7% |
| Participant deferral / active EE | $5,313 | $7,508-29.2% | $8,363-36.5% | $4,806+10.5% |
| Admin fee / account holder | $162 | $93+73.9% | $11,616-98.6% | $133+22.4% |