Filed February 5, 2020
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 ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $77,304 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,239 | $106,028-14.9% | $146,958-38.6% | $77,643+16.2% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 19.14% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,410 | $4,063-40.7% | $4,933-51.1% | $2,726-11.6% |
| Participant deferral / active EE | $8,831 | $7,990+10.5% | $8,070+9.4% | $4,647+90.0% |
| Admin fee / account holder | $188 | $337-44.2% | $12,998-98.6% | $430-56.3% |