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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,261 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $14,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,694 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $331 |
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 | $75,217 | $102,553-26.7% | $151,611-50.4% | $66,914+12.4% |
| Participation rate | 79.4% | 85.5%-6.1pp | 87.5%-8.1pp | 69.8%+9.6pp |
| Annual return | -14.96% | -10.82%-4.1pp | 3.33%-18.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,397 | $4,180-18.7% | $6,166-44.9% | $2,544+33.5% |
| Participant deferral / active EE | $6,653 | $6,641+0.2% | $8,363-20.4% | $4,237+57.0% |
| Admin fee / account holder | $300 | $630-52.3% | $11,616-97.4% | $593-49.3% |