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 ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,874 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $31,420 |
TRINITY PENSION GROUP, LLC10+ years Filed as: TRINITY PENSION GROUP LLC Service code 13 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $20,685 |
NATIONAL AUTO DEALERS ASSOC6 years Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $9,139 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,721 |
CAPFINANCIAL PARTNERS LLC5 years Service code 99 4208 SIX FORKS RD · RALEIGH, NC 27609 | Other Fees | $1,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,831 | $59,417-12.8% | $93,606-44.6% | $74,495-30.4% |
| Participation rate | 85.7% | 59.7%+26.1pp | 68.7%+17.0pp | 67.2%+18.5pp |
| Annual return | 9.01% | 81.83%-72.8pp | 133.20%-124.2pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,348 | $3,050-23.0% | $4,411-46.8% | $4,346-46.0% |
| Admin fee / account holder | $551 | $3,021-81.8% | $8,285-93.3% | $1,942-71.6% |