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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,129 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $23,312 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $742 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,632 | $54,701-55.0% | $86,188-71.4% | $71,457-65.5% |
| Participation rate | 92.4% | 60.1%+32.3pp | 69.0%+23.4pp | 67.9%+24.4pp |
| Annual return | 14.86% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,097 | $1,265+65.8% | $2,380-11.9% | $2,588-18.9% |
| Participant deferral / active EE | $4,942 | $3,108+59.0% | $3,985+24.0% | $4,289+15.2% |
| Admin fee / account holder | $206 | $1,922-89.3% | $6,852-97.0% | $1,587-87.0% |