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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $31,023 |
LEONARD CARDER, LLP1 year Filed as: LEONARD MILLER & ASSOCIATES, CHARTE Service code 10 425 ST. PAUL PLACE · BALTIMORE, MD 21202 | Accounting | $9,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,541 |
CINCINNATI ASSET MANAGEMENT2 years Filed as: CINCINNATI FINANCIAL CORPORATION Service code 99 PO BOX 145620 · CINCINNATI, OH 452505620 | Other Fees | $500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,373 | $72,137-30.2% | $142,449-64.6% | $71,457-29.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 14.91% | 21.15%-6.2pp | 19.99%-5.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,365 | $3,793-64.0% | $4,847-71.8% | $2,588-47.2% |
| Participant deferral / active EE | $3,948 | $5,280-25.2% | $6,283-37.2% | $4,289-7.9% |
| Admin fee / account holder | $309 | $1,433-78.4% | $10,011-96.9% | $1,587-80.5% |