See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,109 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $49,615 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,133 | $89,808+60.5% | $100,391+43.6% | $77,643+85.6% |
| Participation rate | 90.7% | 81.2%+9.5pp | 81.5%+9.2pp | 70.6%+20.2pp |
| Annual return | 17.09% | 20.62%-3.5pp | 49.20%-32.1pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,304 | $3,039-24.2% | $3,942-41.5% | $2,726-15.5% |
| Participant deferral / active EE | $8,121 | $8,284-2.0% | $8,082+0.5% | $4,647+74.8% |
| Admin fee / account holder | $414 | $174+137.4% | $7,899-94.8% | $430-3.8% |