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 4-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 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,489 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5117 GREEN BAY ROAD · KENOSHA, WI 531443737 | Contract Administrator | $13,579 |
Filed as: MORGAN STANLEY INSURANCE COMPANY Service code 55 | Other Commissions | $12,079 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENVILLE, CO 80111 | Investment Management | $1,540 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $322 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,840 | $80,724-91.5% | $103,333-93.4% | $74,495-90.8% |
| Participation rate | 74.0% | 65.7%+8.4pp | 74.5%-0.5pp | 67.2%+6.8pp |
| Annual return | 12.05% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,184 | $3,157-62.5% | $3,868-69.4% | $2,623-54.9% |
| Participant deferral / active EE | $2,816 | $3,860-27.1% | $5,057-44.3% | $4,346-35.2% |
| Admin fee / account holder | $169 | $2,368-92.9% | $8,355-98.0% | $1,942-91.3% |