See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $88,662 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $41,826 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,346 | $28,956-15.9% | $71,735-66.1% | $64,808-62.4% |
| Participation rate | 90.7% | 65.2%+25.5pp | 62.3%+28.3pp | 71.5%+19.2pp |
| Annual return | -10.84% | -7.39%-3.4pp | 9.14%-20.0pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,420 | $1,159+22.6% | $1,704-16.7% | $2,506-43.3% |
| Participant deferral / active EE | $2,274 | $2,686-15.3% | $2,658-14.4% | $4,310-47.2% |
| Admin fee / account holder | $184 | $124+47.7% | $3,974-95.4% | $188-2.1% |