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 5-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 | $108,128 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $20,879 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,500 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $2,718 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,362 | $89,808-13.9% | $100,391-22.9% | $77,643-0.4% |
| Participation rate | 89.0% | 81.2%+7.9pp | 81.5%+7.6pp | 70.6%+18.5pp |
| Annual return | 14.04% | 20.62%-6.6pp | 49.20%-35.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $843 | $3,039-72.3% | $3,942-78.6% | $2,726-69.1% |
| Participant deferral / active EE | $8,011 | $8,284-3.3% | $8,082-0.9% | $4,647+72.4% |
| Admin fee / account holder | $128 | $174-26.8% | $7,899-98.4% | $430-70.3% |