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 LLC5 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $81,889 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $51,952 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $30,985 |
THE BENEFIT PRACTICE6+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $10,000 |
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 | $47,976 | $127,481-62.4% | $149,696-68.0% | $90,288-46.9% |
| Participation rate | 74.5% | 78.2%-3.7pp | 82.5%-8.0pp | 73.4%+1.1pp |
| Annual return | 22.29% | 57.78%-35.5pp | 276.60%-254.3pp | 53.97%-31.7pp |
| Employer contribution / active EE | $2,912 | $3,448-15.6% | $4,644-37.3% | $2,524+15.3% |
| Participant deferral / active EE | $5,537 | $6,975-20.6% | $6,842-19.1% | $4,232+30.8% |
| Admin fee / account holder | $80 | $152-47.1% | $9,309-99.1% | $114-29.7% |