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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $89,801 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,365 | $82,917-3.1% | $103,333-22.2% | $77,643+3.5% |
| Participation rate | 79.6% | 71.6%+8.1pp | 74.5%+5.1pp | 70.6%+9.0pp |
| Annual return | 29.73% | 19.13%+10.6pp | 24.88%+4.9pp | 31.24%-1.5pp |
| Employer contribution / active EE | $3,311 | $3,552-6.8% | $3,868-14.4% | $2,726+21.5% |
| Participant deferral / active EE | $6,297 | $4,108+53.3% | $5,057+24.5% | $4,647+35.5% |
| Admin fee / account holder | $126 | $638-80.3% | $8,355-98.5% | $430-70.8% |