See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $17,340 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,470 |
FOELGNER RONZ & STRAW PA2 years Service code 10 1301 66TH ST N · ST PETERSBURG, FL 33710 | Accounting | $7,750 |
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $6,868 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,261 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,854 | $138,044-61.7% | $125,339-57.8% | $134,475-60.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.92% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $647 | $5,243-87.7% | $4,814-86.6% | $4,740-86.4% |
| Participant deferral / active EE | $8,222 | $7,799+5.4% | $7,446+10.4% | $6,400+28.5% |
| Admin fee / account holder | $614 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |