Filed May 17, 2021 (most recent of 6 filings on file)
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 ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190,626 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $108,910 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $75,000 |
Service code 99 · EIN 13-3643185 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Other Fees | $33,088 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,441 | $160,882+27.7% | $200,582+2.4% | $102,872+99.7% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+26.9pp |
| Annual return | 19.89% | 18.15%+1.7pp | 42.33%-22.4pp | 19.06%+0.8pp |
| Employer contribution / active EE | $14,862 | $5,602+165.3% | $6,419+131.5% | $3,526+321.5% |
| Participant deferral / active EE | $14,588 | $9,300+56.9% | $9,331+56.3% | $5,535+163.6% |
| Admin fee / account holder | $152 | $125+21.4% | $16,305-99.1% | $292-48.1% |