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 | $139,026 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,235 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,507 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $792 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $671 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,116 | $92,055-82.5% | $106,213-84.8% | $77,643-79.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.95% | 17.91%-4.0pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $818 | $3,367-75.7% | $3,171-74.2% | $2,726-70.0% |
| Participant deferral / active EE | $2,870 | $5,386-46.7% | $5,016-42.8% | $4,647-38.2% |
| Admin fee / account holder | $149 | $219-31.8% | $11,033-98.6% | $430-65.3% |