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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,684 |
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 | $106,302 | $86,655+22.7% | $119,609-11.1% | $66,914+58.9% |
| Participation rate | 94.3% | 75.6%+18.8pp | 79.3%+15.1pp | 69.8%+24.5pp |
| Annual return | -13.14% | -8.00%-5.1pp | -14.97%+1.8pp | 1.58%-14.7pp |
| Employer contribution / active EE | $5,949 | $2,536+134.6% | $4,232+40.6% | $2,544+133.8% |
| Participant deferral / active EE | $2,675 | $4,358-38.6% | $5,602-52.2% | $4,237-36.9% |
| Admin fee / account holder | $235 | $755-68.9% | $10,323-97.7% | $593-60.4% |