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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,822 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $43,103 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,769 | $50,982-18.1% | $154,803-73.0% | $85,563-51.2% |
| Participation rate | 88.0% | 59.8%+28.2pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 14.92% | 30.35%-15.4pp | 58.88%-44.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,756 | $2,474+51.8% | $5,540-32.2% | $4,375-14.2% |
| Admin fee / account holder | $209 | $846-75.3% | $14,329-98.5% | $834-75.0% |