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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $47,229 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,538 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - KRAVITZ Service code 99 16030 VENTURA BLVD STE 200 · ENCINO, CA 91436 | Other Fees | $2,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,563 | $45,602+105.2% | $117,472-20.4% | $66,914+39.8% |
| Participation rate | 92.7% | 57.6%+35.0pp | 70.6%+22.1pp | 69.8%+22.8pp |
| Annual return | -16.02% | -16.74%+0.7pp | 29.74%-45.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,999 | $2,845+146.0% | $4,070+72.0% | $4,237+65.2% |
| Admin fee / account holder | $260 | $661-60.7% | $5,645-95.4% | $593-56.2% |