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 LLC4 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $62,641 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $43,802 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $22,067 |
THE BENEFIT PRACTICE5+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,831 | $88,122-45.7% | $141,162-66.1% | $67,579-29.2% |
| Participation rate | 58.7% | 76.5%-17.8pp | 82.5%-23.8pp | 71.3%-12.6pp |
| Annual return | 26.70% | 75.40%-48.7pp | 71.39%-44.7pp | 378.56%-351.9pp |
| Employer contribution / active EE | $2,527 | $3,224-21.6% | $4,735-46.6% | $2,148+17.6% |
| Participant deferral / active EE | $4,722 | $5,958-20.7% | $6,709-29.6% | $3,539+33.4% |
| Admin fee / account holder | $92 | $131-29.5% | $10,261-99.1% | $142-35.2% |