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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,565 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANTLEY INSURANCE SERVICES Service code 55 | Other Commissions | $18,978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,525 |
Service code 16 PO BOX 55248 · SHERMAN OAKS, CA 91413 | Consulting | $7,149 |
R-TECH CONSULTANTS, INC.11+ years Service code 13 21331 CONSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $6,788 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $5,107 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $49,585 | $98,727-49.8% | $113,168-56.2% | $85,563-42.0% |
| Participation rate | 50.7% | 80.8%-30.1pp | 76.6%-25.9pp | 66.0%-15.3pp |
| Annual return | 10.50% | 17.43%-6.9pp | 24.27%-13.8pp | 31.51%-21.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,689 | $5,424-68.9% | $5,107-66.9% | $4,375-61.4% |
| Admin fee / account holder | $220 | $357-38.4% | $12,068-98.2% | $834-73.7% |