See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $60,362 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,125 |
Service code 27 PO BOX 7001 · PASADENA, CA 911097001 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,573 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,830 | $28,956+92.8% | $71,735-22.2% | $64,808-13.9% |
| Participation rate | 97.4% | 65.2%+32.2pp | 62.3%+35.1pp | 71.5%+25.9pp |
| Annual return | -23.42% | -7.39%-16.0pp | 9.14%-32.6pp | 32.82%-56.2pp |
| Employer contribution / active EE | $718 | $1,159-38.0% | $1,704-57.8% | $2,506-71.3% |
| Participant deferral / active EE | $5,987 | $2,686+122.9% | $2,658+125.2% | $4,310+38.9% |
| Admin fee / account holder | $174 | $124+39.7% | $3,974-95.6% | $188-7.5% |