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 10-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,482 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEWYORK, NY 10036 | Advisory (Plan) | $29,081 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $3,288 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $1,314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,167 | $101,317-40.6% | $146,958-59.1% | $74,495-19.2% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 23.07% | 8730.91%-8707.8pp | 418.34%-395.3pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $4,673 | $3,810+22.6% | $4,933-5.3% | $2,623+78.1% |
| Participant deferral / active EE | $9,821 | $7,303+34.5% | $8,070+21.7% | $4,346+126.0% |
| Admin fee / account holder | $316 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |