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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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $36,262 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,764 | $102,204-28.8% | $145,661-50.0% | $85,563-15.0% |
| Participation rate | 68.3% | 70.6%-2.3pp | 77.2%-9.0pp | 66.0%+2.3pp |
| Annual return | 17.41% | 16.68%+0.7pp | 101.46%-84.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $682 | $3,600-81.1% | $4,238-83.9% | $2,654-74.3% |
| Participant deferral / active EE | $4,449 | $5,729-22.3% | $7,198-38.2% | $4,375+1.7% |
| Admin fee / account holder | $151 | $647-76.6% | $12,466-98.8% | $834-81.9% |