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 7-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 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,048 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,106 |
METRO BENEFITS, INC.7+ years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $10,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,651 | $60,323-54.2% | $81,812-66.2% | $74,495-62.9% |
| Participation rate | 90.5% | 62.9%+27.7pp | 72.3%+18.2pp | 67.2%+23.3pp |
| Annual return | 27.58% | 16.90%+10.7pp | 773.79%-746.2pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $1,883 | $2,620-28.1% | $2,912-35.3% | $2,623-28.2% |
| Participant deferral / active EE | $2,368 | $3,387-30.1% | $4,319-45.2% | $4,346-45.5% |
| Admin fee / account holder | $254 | $1,486-82.9% | $7,386-96.6% | $1,942-86.9% |