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 | $51,159 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $27,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,175 | $59,417-44.2% | $93,606-64.6% | $74,495-55.5% |
| Participation rate | 93.2% | 59.7%+33.6pp | 68.7%+24.5pp | 67.2%+26.0pp |
| Annual return | 10.79% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,113 | $1,264+67.2% | $2,420-12.7% | $2,623-19.5% |
| Participant deferral / active EE | $4,790 | $3,050+57.0% | $4,411+8.6% | $4,346+10.2% |
| Admin fee / account holder | $303 | $3,021-90.0% | $8,285-96.3% | $1,942-84.4% |