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 LLC2 years Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,802 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,725 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK RD · FREDERICKSBUG, VA 22401 | Contract Administrator | $10,661 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,945 | $101,317-45.8% | $146,958-62.6% | $74,495-26.2% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 14.48% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,233 | $3,810+11.1% | $4,933-14.2% | $2,623+61.4% |
| Participant deferral / active EE | $7,867 | $7,303+7.7% | $8,070-2.5% | $4,346+81.0% |
| Admin fee / account holder | $359 | $1,739-79.4% | $12,998-97.2% | $1,942-81.5% |