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 15 · EIN 84-0467907 | Recordkeeping | $222,426 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $113,225 |
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 | $26,579 | $53,136-50.0% | $155,509-82.9% | $199,593-86.7% |
| Participation rate | 94.7% | 64.1%+30.6pp | 78.2%+16.5pp | 72.0%+22.7pp |
| Annual return | 15.48% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $340 | $1,851-81.6% | $4,672-92.7% | $3,034-88.8% |
| Participant deferral / active EE | $3,216 | $3,161+1.7% | $5,626-42.8% | $5,087-36.8% |
| Admin fee / account holder | $75 | $185-59.7% | $15,912-99.5% | $269-72.2% |