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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,856 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC. Service code 55 | Other Commissions | $7,733 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,912 | $50,815-47.0% | $155,509-82.7% | $77,643-65.3% |
| Participation rate | 26.3% | 63.1%-36.9pp | 78.2%-51.9pp | 70.6%-44.3pp |
| Annual return | 15.01% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $163 | $1,993-91.8% | $4,672-96.5% | $2,726-94.0% |
| Participant deferral / active EE | $1,539 | $2,822-45.5% | $5,626-72.7% | $4,647-66.9% |
| Admin fee / account holder | $120 | $437-72.4% | $15,912-99.2% | $430-72.0% |