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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,675 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,798 |
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 | $100,995 | $73,933+36.6% | $96,683+4.5% | $75,163+34.4% |
| Participation rate | 79.2% | 66.4%+12.8pp | 74.3%+4.9pp | 67.2%+12.0pp |
| Annual return | 13.38% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $7,145 | $2,928+144.0% | $3,737+91.2% | $2,670+167.6% |
| Participant deferral / active EE | $4,143 | $3,659+13.2% | $4,878-15.1% | $4,125+0.4% |
| Admin fee / account holder | $524 | $5,216-89.9% | $6,730-92.2% | $5,651-90.7% |