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 | $34,262 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,100 |
M HOLDING SECURITIES, INC.3 years Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $18,407 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,264 | $123,077-42.9% | $116,228-39.5% | $102,872-31.7% |
| Participation rate | 94.3% | 87.0%+7.3pp | 74.6%+19.8pp | 73.0%+21.3pp |
| Annual return | 12.31% | 15.84%-3.5pp | 90.06%-77.7pp | 19.06%-6.7pp |
| Employer contribution / active EE | $2,708 | $4,380-38.2% | $2,994-9.6% | $3,526-23.2% |
| Participant deferral / active EE | $3,984 | $6,746-40.9% | $4,953-19.6% | $5,535-28.0% |
| Admin fee / account holder | $62 | $115-46.3% | $11,989-99.5% | $292-78.8% |