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) | $36,049 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,335 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,891 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,994 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,636 | $47,126-60.5% | $149,673-87.5% | $74,419-75.0% |
| Participation rate | 80.9% | 63.4%+17.5pp | 78.8%+2.2pp | 70.7%+10.2pp |
| Annual return | 16.40% | 22.75%-6.4pp | 134.42%-118.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,077 | $1,905+9.0% | $4,818-56.9% | $2,637-21.3% |
| Participant deferral / active EE | $2,536 | $2,728-7.0% | $5,680-55.4% | $4,528-44.0% |
| Admin fee / account holder | $70 | $343-79.6% | $13,210-99.5% | $348-79.9% |