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 | $16,009 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,819 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,978 | $59,097-56.0% | $82,389-68.5% | $74,304-65.0% |
| Participation rate | 80.8% | 52.8%+28.0pp | 69.5%+11.2pp | 60.3%+20.4pp |
| Annual return | 14.06% | 22.85%-8.8pp | 28.67%-14.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $341 | $1,601-78.7% | $2,517-86.5% | $2,241-84.8% |
| Participant deferral / active EE | $1,676 | $2,775-39.6% | $4,155-59.7% | $3,767-55.5% |
| Admin fee / account holder | $265 | $4,489-94.1% | $7,231-96.3% | $2,969-91.1% |