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 | $84,604 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $50,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 99 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Other Fees | $26,936 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,289 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,420 | $110,299-54.3% | $102,423-50.8% | $199,593-74.7% |
| Participation rate | 93.1% | 86.3%+6.8pp | 76.5%+16.6pp | 72.0%+21.1pp |
| Annual return | 16.26% | 35.73%-19.5pp | 29.32%-13.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,607 | $3,603+0.1% | $3,023+19.3% | $3,034+18.9% |
| Participant deferral / active EE | $6,426 | $6,376+0.8% | $5,053+27.2% | $5,087+26.3% |
| Admin fee / account holder | $110 | $122-10.2% | $9,451-98.8% | $269-59.1% |