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 3-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 INSURANCE ANNUITY CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,463 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $10,805 |
PREFERRED PENSION CONCEPTS, INC.1+ years Filed as: PREFERRED PENSION CONCEPTS INC Service code 13 | Contract Administrator | $5,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES Service code 55 | Other Commissions | $381 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 55 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
PREFERRED PENSION CONCEPTS, INC.1+ years Service code 13 · EIN 13-3384874 84 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Contract Administrator | $0 |
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 | $36,932 | $65,561-43.7% | $86,188-57.1% | $75,163-50.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.21% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $842 | $1,553-45.8% | $2,380-64.6% | $2,670-68.5% |
| Participant deferral / active EE | $6,962 | $3,024+130.3% | $3,985+74.7% | $4,125+68.8% |
| Admin fee / account holder | $167 | $5,474-97.0% | $6,852-97.6% | $5,651-97.1% |