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 8-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 · EIN 84-0467907 | Recordkeeping Fees | $22,745 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $15,780 |
Service code 13 · EIN 27-0711617 | Contract Administrator | $9,026 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,413 |
Filed as: MORGAN STANLEY INSURANCE SERVICES 1 Service code 55 · EIN 51-0116113 | Other Commissions | $625 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,818 | $55,415-60.6% | $155,509-86.0% | $74,495-70.7% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 14.05% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,263 | $2,267-0.2% | $4,672-51.6% | $2,623-13.7% |
| Participant deferral / active EE | $3,668 | $2,836+29.3% | $5,626-34.8% | $4,346-15.6% |
| Admin fee / account holder | $99 | $1,738-94.3% | $15,912-99.4% | $1,942-94.9% |