See peer percentile detail. $4.99 for your first month.
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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 COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,693 |
Filed as: MORGAN STANLEY SMTIH BARNEY LLC Service code 55 | Other Commissions | $12,023 |
PREFERRED PENSION CONCEPTS, INC.2+ years Filed as: PREFERRED PENSION CONCEPTS INC Service code 13 | Contract Administrator | $3,839 |
Filed as: PREFERRED PENSION CONCEPTS INC. Service code 13 · EIN 13-3384874 84 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Contract Administrator | $1,550 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $722 |
Filed as: MORGAN STANLEY INSURANCE SERVICE I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $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 | $32,041 | $59,417-46.1% | $93,606-65.8% | $74,495-57.0% |
| Participation rate | 84.8% | 59.7%+25.2pp | 68.7%+16.1pp | 67.2%+17.6pp |
| Annual return | 12.57% | 81.83%-69.3pp | 133.20%-120.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,067 | $1,264-15.5% | $2,420-55.9% | $2,623-59.3% |
| Participant deferral / active EE | $4,157 | $3,050+36.3% | $4,411-5.8% | $4,346-4.3% |
| Admin fee / account holder | $131 | $3,021-95.7% | $8,285-98.4% | $1,942-93.3% |