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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $154,175 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,562 | $95,274+115.8% | $135,903+51.3% | $74,419+176.2% |
| Participation rate | 98.4% | 78.2%+20.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 16.59% | 32.77%-16.2pp | 68.23%-51.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $7,964 | $3,874+105.6% | $4,856+64.0% | $2,637+202.0% |
| Participant deferral / active EE | $13,966 | $7,782+79.5% | $7,758+80.0% | $4,528+208.4% |
| Admin fee / account holder | $391 | $266+46.9% | $10,762-96.4% | $348+12.4% |