Filed October 14, 2022 (most recent of 4 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: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 6060 PARKLAND BLVD STE 200 · CLEVELAND, OH 441244226 | Advisory (Plan) | $30,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,654 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,653 | $46,292-64.0% | $143,757-88.4% | $64,808-74.3% |
| Participation rate | 91.0% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.6pp |
| Annual return | -15.90% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,847 | $1,910-3.3% | $4,951-62.7% | $2,506-26.3% |
| Participant deferral / active EE | $2,686 | $2,646+1.5% | $5,637-52.4% | $4,310-37.7% |
| Admin fee / account holder | $74 | $154-51.6% | $14,673-99.5% | $188-60.4% |