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) | $55,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $860 |
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 | $182,267 | $88,083+106.9% | $164,813+10.6% | $74,495+144.7% |
| Participation rate | 96.6% | 73.0%+23.5pp | 78.6%+17.9pp | 67.2%+29.4pp |
| Annual return | 14.35% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,470 | $2,593-4.8% | $4,341-43.1% | $2,623-5.8% |
| Participant deferral / active EE | $7,100 | $4,498+57.9% | $6,031+17.7% | $4,346+63.4% |
| Admin fee / account holder | $341 | $2,234-84.7% | $12,690-97.3% | $1,942-82.4% |