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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,958 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK CITY, NY 10004 | Other Commissions | $29,146 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 99 4860 COLLEGE BLVD STE 100 · LEAWOODS, KS 66211 | Other Fees | $10,200 |
CANDID LITHO8+ years Filed as: CANDID COLOR SYSTEMS INC Service code 99 1300 METROPOLITAN AVE · OKLAHOMA CITY, OK 73108 | Other Fees | $10,000 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $9,796 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK CITY, NY 10004 | Other Commissions | $6,385 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $149,208 | $51,197+191.4% | $82,719+80.4% | $66,914+123.0% |
| Participation rate | 32.7% | 67.8%-35.1pp | 72.6%-39.9pp | 69.8%-37.1pp |
| Annual return | -12.27% | -9.64%-2.6pp | 701.18%-713.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $239 | $2,611-90.8% | $3,009-92.0% | $2,544-90.6% |
| Participant deferral / active EE | $1,280 | $3,458-63.0% | $4,395-70.9% | $4,237-69.8% |
| Admin fee / account holder | $749 | $416+80.2% | $5,329-86.0% | $593+26.2% |