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 INS CO OF AMERICA Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $2,556 |
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,613 | $31,310+106.4% | $53,898+19.9% | $74,304-13.0% |
| Participation rate | 90.4% | 30.7%+59.8pp | 55.0%+35.5pp | 60.3%+30.1pp |
| Annual return | 12.66% | 23.16%-10.5pp | 528.60%-515.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,624 | $450+261.1% | $932+74.3% | $2,241-27.5% |
| Participant deferral / active EE | $3,734 | $934+299.7% | $1,826+104.5% | $3,767-0.9% |
| Admin fee / account holder | $2 | $2,175-99.9% | $2,491-99.9% | $2,969-99.9% |