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 10-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,303 | $81,900+1.7% | $119,609-30.4% | $68,494+21.6% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.4pp | 67.9%+29.8pp |
| Annual return | -14.37% | -23.82%+9.5pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,573 | $2,693+69.8% | $4,232+8.1% | $2,596+76.1% |
| Participant deferral / active EE | $8,395 | $4,148+102.4% | $5,602+49.9% | $4,027+108.5% |
| Admin fee / account holder | $352 | $6,582-94.7% | $10,323-96.6% | $5,403-93.5% |