Filed April 27, 2017
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMP OF A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,900 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $22,598 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $6,611 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $2,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,178 |
Employer contribution per participant 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 | $42,496 | $59,417-28.5% | $93,606-54.6% | $74,495-43.0% |
| Participation rate | 83.7% | 59.7%+24.1pp | 68.7%+15.0pp | 67.2%+16.5pp |
| Annual return | 12.40% | 81.83%-69.4pp | 133.20%-120.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,461 | $3,050-19.3% | $4,411-44.2% | $4,346-43.4% |
| Admin fee / account holder | $191 | $3,021-93.7% | $8,285-97.7% | $1,942-90.2% |