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 Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $59,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,681 | $82,202-32.3% | $125,339-55.6% | $64,808-14.1% |
| Participation rate | 92.8% | 77.9%+14.9pp | 82.4%+10.4pp | 71.5%+21.4pp |
| Annual return | -16.45% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,659 | $3,615+1.2% | $4,814-24.0% | $2,506+46.0% |
| Participant deferral / active EE | $8,967 | $7,175+25.0% | $7,446+20.4% | $4,310+108.0% |
| Admin fee / account holder | $165 | $163+1.2% | $10,010-98.4% | $188-12.1% |