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 4-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,996 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $17,553 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 13 5117 GREEN BAY ROAD · KENOSHA, WI 531443737 | Contract Administrator | $17,373 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENVILLE, CO 80111 | Investment Management | $1,602 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE COMPANY Service code 55 | Other Commissions | $96 |
MORGAN STANLEY SMITH BARNEY2 years 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,112 | $86,944-87.2% | $107,525-89.7% | $74,304-85.0% |
| Participation rate | 98.0% | 59.6%+38.4pp | 75.1%+22.9pp | 60.3%+37.7pp |
| Annual return | 20.95% | 23.52%-2.6pp | 181.32%-160.4pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,953 | $2,757-29.2% | $3,754-48.0% | $2,241-12.9% |
| Participant deferral / active EE | $3,977 | $3,554+11.9% | $5,116-22.3% | $3,767+5.6% |
| Admin fee / account holder | $181 | $3,727-95.1% | $8,919-98.0% | $2,969-93.9% |