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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,146 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 E. 96TH ST, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $52,669 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EASH ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51,601 |
Filed as: TIC MIDWEST Service code 10 · EIN 13-6233976 | Accounting | $21,916 |
MAY OBERFELL LORBER4 years Filed as: MAY, OBERFELL, LORBER Service code 29 · EIN 35-0914880 | Legal | $19,153 |
BENDA, GRACE, STULZ & COMPANY, P.C.11+ years Service code 10 · EIN 38-2284921 | Accounting | $13,300 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI Service code 29 · EIN 03-0599899 | Legal | $10,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,067 | $103,641+0.4% | $107,525-3.2% | $102,872+1.2% |
| Participation rate | 71.3% | 79.4%-8.1pp | 75.1%-3.7pp | 73.0%-1.7pp |
| Annual return | 14.26% | 13.08%+1.2pp | 181.32%-167.1pp | 19.06%-4.8pp |
| Employer contribution / active EE | $6,448 | $5,096+26.5% | $3,754+71.8% | $3,526+82.8% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $132 | $276-52.1% | $8,919-98.5% | $292-54.7% |