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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,952 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,756 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $52,000 |
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 | $189,796 | $122,186+55.3% | $146,958+29.1% | $199,593-4.9% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.3pp | 72.0%+25.4pp |
| Annual return | 13.76% | 30.56%-16.8pp | 418.34%-404.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $5,561 | $4,093+35.9% | $4,933+12.7% | $3,034+83.3% |
| Participant deferral / active EE | $13,846 | $8,502+62.8% | $8,070+71.6% | $5,087+172.2% |
| Admin fee / account holder | $146 | $179-18.3% | $12,998-98.9% | $269-45.7% |