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) | $29,213 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,431 | $49,451+16.1% | $79,550-27.8% | $66,914-14.2% |
| Participation rate | 57.8% | 61.3%-3.5pp | 69.5%-11.6pp | 69.8%-12.0pp |
| Annual return | -14.97% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $406 | $1,266-67.9% | $2,413-83.2% | $2,544-84.0% |
| Participant deferral / active EE | $3,545 | $3,159+12.2% | $3,985-11.1% | $4,237-16.3% |
| Admin fee / account holder | $253 | $595-57.5% | $6,832-96.3% | $593-57.4% |