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 9-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,924 |
Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $75,000 |
CROWE LLP1 year Service code 27 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Advisory (Plan) | $42,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,429 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,403 | $106,028+149.4% | $146,958+79.9% | $77,643+240.5% |
| Participation rate | 81.6% | 78.4%+3.3pp | 82.2%-0.5pp | 70.6%+11.1pp |
| Annual return | 47.85% | 56.73%-8.9pp | 418.34%-370.5pp | 31.24%+16.6pp |
| Employer contribution / active EE | $8,717 | $4,063+114.5% | $4,933+76.7% | $2,726+219.8% |
| Participant deferral / active EE | $12,096 | $7,990+51.4% | $8,070+49.9% | $4,647+160.3% |
| Admin fee / account holder | $535 | $337+58.4% | $12,998-95.9% | $430+24.2% |