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 |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $49,467 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SERVICES INC. Service code 53 · EIN 51-0116113 | Insurance Commissions | $16,059 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,114 |
AZALEA ADMINISTRATION LLC7 years Service code 13 | Contract Administrator | $7,083 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $6,738 |
AZALEA ADMINISTRATION LLC5 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 | Contract Administrator | $250 |
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 | $79,426 | $64,119+23.9% | $112,228-29.2% | $66,914+18.7% |
| Participation rate | 92.4% | 68.5%+24.0pp | 75.1%+17.4pp | 69.8%+22.6pp |
| Annual return | -15.26% | -13.81%-1.4pp | 27.45%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,297 | $3,005+9.7% | $3,635-9.3% | $2,544+29.6% |
| Participant deferral / active EE | $5,906 | $3,693+59.9% | $4,728+24.9% | $4,237+39.4% |
| Admin fee / account holder | $455 | $625-27.3% | $6,410-92.9% | $593-23.4% |