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 8-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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $257,228 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $70,473 |
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 | $21,143 | $53,136-60.2% | $155,509-86.4% | $199,593-89.4% |
| Participation rate | 94.6% | 64.1%+30.6pp | 78.2%+16.5pp | 72.0%+22.7pp |
| Annual return | 12.76% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $349 | $1,851-81.2% | $4,672-92.5% | $3,034-88.5% |
| Participant deferral / active EE | $3,117 | $3,161-1.4% | $5,626-44.6% | $5,087-38.7% |
| Admin fee / account holder | $81 | $185-56.2% | $15,912-99.5% | $269-69.8% |