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 LIFE & ANNUITY INS CO OF NY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,627 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 · EIN 51-0116113 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $46,661 |
Service code 13 · EIN 14-1836262 1199 US ROUTE 9W · SELKIRK, NY 12158 | Contract Administrator | $7,187 |
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 | $82,078 | $80,724+1.7% | $103,333-20.6% | $74,495+10.2% |
| Participation rate | 95.3% | 65.7%+29.6pp | 74.5%+20.8pp | 67.2%+28.1pp |
| Annual return | 15.55% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,539 | $3,157+12.1% | $3,868-8.5% | $2,623+34.9% |
| Participant deferral / active EE | $2,540 | $3,860-34.2% | $5,057-49.8% | $4,346-41.6% |
| Admin fee / account holder | $539 | $2,368-77.2% | $8,355-93.6% | $1,942-72.3% |