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 3-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 | $103,587 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NC 10004 | Other Commissions | $35,901 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NC 10004 | Other Commissions | $671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,850 | $56,102-45.0% | $101,794-69.7% | $102,872-70.0% |
| Participation rate | 32.4% | 70.4%-37.9pp | 69.2%-36.8pp | 73.0%-40.6pp |
| Annual return | 20.67% | 14.06%+6.6pp | 30.53%-9.9pp | 19.06%+1.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $2,289-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,187 | $2,801-21.9% | $4,084-46.4% | $5,535-60.5% |
| Admin fee / account holder | $202 | $262-22.8% | $8,777-97.7% | $292-30.8% |