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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · PATHWAY SUCCESS, CO 80111 | Recordkeeping Fees | $36,009 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $16,906 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $8,480 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,516 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,320 | $87,870-8.6% | $113,168-29.0% | $74,304+8.1% |
| Participation rate | 60.6% | 70.7%-10.2pp | 76.6%-16.0pp | 60.3%+0.2pp |
| Annual return | 14.31% | 26.44%-12.1pp | 24.27%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,249 | $2,277-45.1% | $2,975-58.0% | $2,241-44.3% |
| Participant deferral / active EE | $3,911 | $4,241-7.8% | $5,107-23.4% | $3,767+3.8% |
| Admin fee / account holder | $348 | $3,368-89.7% | $12,068-97.1% | $2,969-88.3% |