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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $22,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,501 |
O'CONNOR DAVIES, LLP3+ years Filed as: O'CONNOR & DREW PC Service code 10 25 BRAINTREE HILL PARK · BRAINTREE, MA 02184 | Accounting | $6,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,590 | $78,705+13.8% | $117,854-24.0% | $70,131+27.7% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 18.22% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,413 | $2,223+8.5% | $3,786-36.3% | $2,342+3.0% |
| Participant deferral / active EE | $5,110 | $3,297+55.0% | $4,482+14.0% | $3,332+53.4% |
| Admin fee / account holder | $479 | $5,065-90.5% | $8,020-94.0% | $4,645-89.7% |