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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,522 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $47,764 |
PASI, LLC2 years Filed as: PASI Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $27,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,060 | $92,055-56.5% | $106,213-62.3% | $77,643-48.4% |
| Participation rate | 96.1% | 81.0%+15.0pp | 75.3%+20.8pp | 70.6%+25.5pp |
| Annual return | 17.71% | 17.91%-0.2pp | 116.14%-98.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,532 | $3,367-24.8% | $3,171-20.2% | $2,726-7.1% |
| Participant deferral / active EE | $6,222 | $5,386+15.5% | $5,016+24.1% | $4,647+33.9% |
| Admin fee / account holder | $139 | $219-36.4% | $11,033-98.7% | $430-67.6% |