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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $39,195 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,443 |
Service code 13 70 WEST 40TH STREET · NEW YORK, NY 10018 | Contract Administrator | $15,250 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,063 |
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 | $120,160 | $55,415+116.8% | $155,509-22.7% | $74,495+61.3% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 12.90% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,546 | $2,836+166.1% | $5,626+34.1% | $4,346+73.6% |
| Admin fee / account holder | $491 | $1,738-71.7% | $15,912-96.9% | $1,942-74.7% |