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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,706 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $26,508 |
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 | $55,163 | $59,417-7.2% | $93,606-41.1% | $74,495-26.0% |
| Participation rate | 94.3% | 59.7%+34.6pp | 68.7%+25.6pp | 67.2%+27.1pp |
| Annual return | 5.06% | 81.83%-76.8pp | 133.20%-128.1pp | 1364.94%-1359.9pp |
| Employer contribution / active EE | $1,280 | $1,264+1.3% | $2,420-47.1% | $2,623-51.2% |
| Participant deferral / active EE | $5,481 | $3,050+79.7% | $4,411+24.2% | $4,346+26.1% |
| Admin fee / account holder | $157 | $3,021-94.8% | $8,285-98.1% | $1,942-91.9% |