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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK NEW YORK, NY 10036 | Advisory (Plan) | $19,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,967 |
METRO BENEFITS, INC.1 year Service code 13 8150 PERRY HWY · PITTSBURGH, PA 15237 | Contract Administrator | $2,786 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,485 | $55,415-50.4% | $155,509-82.3% | $74,495-63.1% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 16.46% | 268.50%-252.0pp | 64.67%-48.2pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,298 | $2,267+1.4% | $4,672-50.8% | $2,623-12.4% |
| Participant deferral / active EE | $3,255 | $2,836+14.8% | $5,626-42.1% | $4,346-25.1% |
| Admin fee / account holder | $179 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |