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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $45,732 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,931 | $48,335+131.6% | $121,098-7.6% | $71,457+56.6% |
| Participation rate | 94.1% | 54.3%+39.9pp | 69.5%+24.6pp | 67.9%+26.2pp |
| Annual return | 15.80% | 23.32%-7.5pp | 985.75%-969.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,887 | $2,754+186.4% | $4,080+93.3% | $4,289+83.9% |
| Admin fee / account holder | $284 | $1,841-84.6% | $5,644-95.0% | $1,587-82.1% |