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 | $95,129 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $69,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,263 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,776 | $92,055+30.1% | $106,213+12.8% | $77,643+54.3% |
| Participation rate | 89.0% | 81.0%+7.9pp | 75.3%+13.7pp | 70.6%+18.4pp |
| Annual return | 14.82% | 17.91%-3.1pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,432 | $3,367+31.6% | $3,171+39.8% | $2,726+62.6% |
| Participant deferral / active EE | $9,122 | $5,386+69.4% | $5,016+81.9% | $4,647+96.3% |
| Admin fee / account holder | $575 | $219+162.4% | $11,033-94.8% | $430+33.6% |