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: MORGAN STANLEY Service code 27 | Advisory (Plan) | $2,058,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $17,422 |
THE BENEFIT PRACTICE6 years Service code 13 | Contract Administrator | $6,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $3,167 |
Filed as: RETIREMENT MANAGEMENT SERICES, LLC Service code 13 | Contract Administrator | $1,600 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 | Recordkeeping Fees | $725 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,002 | $37,393+71.2% | $77,024-16.9% | $66,914-4.4% |
| Participation rate | 96.4% | 52.9%+43.6pp | 67.9%+28.5pp | 69.8%+26.6pp |
| Annual return | -17.53% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,579 | $1,531+199.1% | $2,812+62.8% | $2,544+80.0% |
| Participant deferral / active EE | $5,304 | $2,617+102.6% | $4,426+19.8% | $4,237+25.2% |
| Admin fee / account holder | $231 | $567-59.3% | $5,425-95.7% | $593-61.1% |