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 | $44,827 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,050 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,897 | $117,025-78.7% | $91,541-72.8% | $85,563-70.9% |
| Participation rate | 85.7% | 64.2%+21.5pp | 69.8%+15.9pp | 66.0%+19.7pp |
| Annual return | 13.42% | 18.02%-4.6pp | 20.50%-7.1pp | 31.51%-18.1pp |
| Employer contribution / active EE | $853 | $2,120-59.8% | $2,505-66.0% | $2,654-67.9% |
| Participant deferral / active EE | $1,280 | $3,446-62.8% | $4,008-68.1% | $4,375-70.7% |
| Admin fee / account holder | $236 | $1,242-81.0% | $6,956-96.6% | $834-71.7% |