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 CO OF AM Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,532 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $15,760 |
SIKICH LLP7 years Service code 13 17335 GOLF PKWY, SUITE 500 · BROOKFIELD, WI 53045 | Contract Administrator | $3,531 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST · DENVER, CA 80202 | Advisory (Plan) | $605 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NC 10004 | Other Commissions | $123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,384 | $82,978-54.9% | $129,995-71.2% | $71,457-47.7% |
| Participation rate | 42.8% | 74.1%-31.3pp | 78.5%-35.7pp | 67.9%-25.2pp |
| Annual return | 12.85% | 20.60%-7.7pp | -137.18%+150.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $265 | $1,729-84.7% | $10,614-97.5% | $1,587-83.3% |