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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEWYORK, NY 10004 | Other Commissions | $25,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,473 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $2,137 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,162 | $54,193-75.7% | $93,606-85.9% | $77,643-83.0% |
| Participation rate | 70.7% | 63.9%+6.7pp | 68.7%+2.0pp | 70.6%+0.1pp |
| Annual return | 15.07% | 30.54%-15.5pp | 133.20%-118.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $781 | $1,168-33.1% | $2,420-67.7% | $2,726-71.3% |
| Participant deferral / active EE | $1,931 | $3,144-38.6% | $4,411-56.2% | $4,647-58.5% |
| Admin fee / account holder | $11 | $576-98.0% | $8,285-99.9% | $430-97.3% |