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 |
|---|---|---|
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $43,180 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,686 |
KELLEY DRYE & WARREN LLP5 years Service code 29 400 ATLANTIC ST · STANFORD, CT 06902 | Legal | $7,114 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,273 |
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.
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 | $25,860 | $50,815-49.1% | $155,509-83.4% | $77,643-66.7% |
| Participation rate | 83.3% | 63.1%+20.2pp | 78.2%+5.1pp | 70.6%+12.7pp |
| Annual return | 7.90% | 34.80%-26.9pp | 64.67%-56.8pp | 31.24%-23.3pp |
| Employer contribution / active EE | $5,894 | $1,993+195.8% | $4,672+26.1% | $2,726+116.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $65 | $437-85.0% | $15,912-99.6% | $430-84.8% |