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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $278,699 |
Filed as: SHEET METAL WORKERS' LOCAL 33 Service code 99 PROFIT SHARING ANNUITY · PARMA, OH 44130 | Other Fees | $112,276 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $96,371 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $60,925 |
BENESYS, INC.5 years Service code 14 · EIN 38-2383171 | Plan Administrator | $46,249 |
ALLOTTA FARLEY CO LPA5 years Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 29 · EIN 34-1316963 | Legal | $27,976 |
SMW LOCAL 336 years Service code 13 · EIN 31-1524549 | Contract Administrator | $22,985 |
Service code 11 · EIN 31-0800053 | Actuarial | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,414 | $241,101-81.6% | $103,333-57.0% | $199,593-77.7% |
| Participation rate | 95.4% | 78.3%+17.2pp | 74.5%+20.9pp | 72.0%+23.5pp |
| Annual return | 9.74% | 17.80%-8.1pp | 24.88%-15.1pp | 34.25%-24.5pp |
| Employer contribution / active EE | $4,178 | $4,244-1.6% | $3,868+8.0% | $3,034+37.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $76 | $288-73.6% | $8,355-99.1% | $269-71.7% |