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 | $40,894 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $28,771 |
THE FINWAY GROUP2 years Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $22,006 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $5,444 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $449 |
Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $68,610 | $54,193+26.6% | $93,606-26.7% | $77,643-11.6% |
| Participation rate | 81.3% | 63.9%+17.4pp | 68.7%+12.6pp | 70.6%+10.7pp |
| Annual return | 14.25% | 30.54%-16.3pp | 133.20%-118.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,359 | $1,168+16.3% | $2,420-43.8% | $2,726-50.2% |
| Participant deferral / active EE | $4,948 | $3,144+57.4% | $4,411+12.2% | $4,647+6.5% |
| Admin fee / account holder | $265 | $576-53.9% | $8,285-96.8% | $430-38.4% |