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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,624 |
PREFERRED PENSION CONCEPTS, INC.3+ years Filed as: PREFERRED PENSION CONCEPTS INC Service code 13 | Contract Administrator | $3,806 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMTIH BARNEY LLC Service code 55 | Other Commissions | $1,379 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $439 |
MORGAN STANLEY SMITH BARNEY2 years 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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Filed as: PREFERRED PENSION CONCEPTS INC. Service code 13 · EIN 13-3384874 7 DUNHAM DRIVE · NEW FAIRFIELD, CT 06812 | Contract Administrator | $0 |
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 | $39,480 | $66,098-40.3% | $101,794-61.2% | $74,304-46.9% |
| Participation rate | 86.1% | 53.8%+32.4pp | 69.2%+16.9pp | 60.3%+25.8pp |
| Annual return | 17.27% | 19.59%-2.3pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $649 | $1,082-40.0% | $2,289-71.6% | $2,241-71.0% |
| Participant deferral / active EE | $5,018 | $2,781+80.4% | $4,084+22.9% | $3,767+33.2% |
| Admin fee / account holder | $132 | $4,146-96.8% | $8,777-98.5% | $2,969-95.6% |