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 | $32,925 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,860 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,013 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,528 | $50,815-36.0% | $155,509-79.1% | $77,643-58.1% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.9pp | 70.6%+27.5pp |
| Annual return | 12.85% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,230 | $1,993-38.3% | $4,672-73.7% | $2,726-54.9% |
| Participant deferral / active EE | $2,830 | $2,822+0.3% | $5,626-49.7% | $4,647-39.1% |
| Admin fee / account holder | $180 | $437-58.7% | $15,912-98.9% | $430-58.1% |