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 6-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,116 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $24,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,910 | $87,870-2.2% | $113,168-24.1% | $74,304+15.6% |
| Participation rate | 96.6% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 29.78% | 26.44%+3.3pp | 24.27%+5.5pp | 29.43%+0.4pp |
| Employer contribution / active EE | $10,158 | $2,277+346.1% | $2,975+241.4% | $2,241+353.2% |
| Participant deferral / active EE | $10,328 | $4,241+143.5% | $5,107+102.2% | $3,767+174.2% |
| Admin fee / account holder | $244 | $3,368-92.8% | $12,068-98.0% | $2,969-91.8% |