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 5-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 O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,421 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $49,130 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $35,508 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 99 16060 COLLECTIONS CENTER DR · CHICAGO, IL 60693 | Other Fees | $28,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,541 |
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 | $26,607 | $45,000-40.9% | $143,757-81.5% | $77,904-65.8% |
| Participation rate | 85.2% | 66.8%+18.4pp | 80.3%+4.9pp | 73.7%+11.5pp |
| Annual return | -13.54% | 29.03%-42.6pp | -0.04%-13.5pp | 12.21%-25.7pp |
| Employer contribution / active EE | $1,289 | $1,870-31.1% | $4,951-74.0% | $2,848-54.7% |
| Participant deferral / active EE | $5,389 | $3,157+70.7% | $5,637-4.4% | $4,806+12.1% |
| Admin fee / account holder | $118 | $98+19.4% | $14,673-99.2% | $133-11.3% |