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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,531 |
MMA SECURITIES LLC5 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $51,450 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN PENSION Service code 13 | Contract Administrator | $10,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $5,248 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION, LLC Service code 13 186 SHERMAN AVENUE · BERKELEY HEIGHTS, NJ 07069 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,586 | $81,908-6.5% | $90,749-15.6% | $64,808+18.2% |
| Participation rate | 85.2% | 80.5%+4.7pp | 75.7%+9.5pp | 71.5%+13.7pp |
| Annual return | -14.33% | -12.53%-1.8pp | -12.16%-2.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,521 | $3,065-17.7% | $2,921-13.7% | $2,506+0.6% |
| Participant deferral / active EE | $5,300 | $4,840+9.5% | $4,564+16.1% | $4,310+23.0% |
| Admin fee / account holder | $404 | $157+157.3% | $8,445-95.2% | $188+115.4% |