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 | $104,865 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO INC Service code 55 34 EXCH PL HRBRSIDE PLZ 7TH FL · JERSEY CITY, NJ 07311 | Other Commissions | $3,409 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $259 |
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 | $78,469 | $98,727-20.5% | $113,168-30.7% | $85,563-8.3% |
| Participation rate | 79.7% | 80.8%-1.1pp | 76.6%+3.2pp | 66.0%+13.8pp |
| Annual return | 12.59% | 17.43%-4.8pp | 24.27%-11.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,583 | $2,907-45.5% | $2,975-46.8% | $2,654-40.3% |
| Participant deferral / active EE | $4,629 | $5,424-14.7% | $5,107-9.3% | $4,375+5.8% |
| Admin fee / account holder | $260 | $357-27.2% | $12,068-97.8% | $834-68.9% |