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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,104 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $35,383 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,933 | $89,436-31.9% | $164,813-63.0% | $77,643-21.5% |
| Participation rate | 97.9% | 78.6%+19.3pp | 78.6%+19.3pp | 70.6%+27.3pp |
| Annual return | 14.62% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,626 | $2,569+41.2% | $4,341-16.5% | $2,726+33.0% |
| Participant deferral / active EE | $7,694 | $4,897+57.1% | $6,031+27.6% | $4,647+65.6% |
| Admin fee / account holder | $138 | $339-59.4% | $12,690-98.9% | $430-68.0% |