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 9-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: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $11,912 |
MMA SECURITIES LLC9+ years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $11,567 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,027 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,789 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $2,211 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,295 | $82,978-34.6% | $129,995-58.2% | $71,457-24.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 78.5%+6.1pp | 67.9%+16.7pp |
| Annual return | 19.87% | 20.60%-0.7pp | -137.18%+157.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $893 | $2,622-65.9% | $4,320-79.3% | $2,588-65.5% |
| Participant deferral / active EE | $4,709 | $4,432+6.3% | $5,820-19.1% | $4,289+9.8% |
| Admin fee / account holder | $38 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |