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 LLC7 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $100,749 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $62,279 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $36,665 |
THE BENEFIT PRACTICE8+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 06901 | Contract Administrator | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,090 | $95,388-48.5% | $125,339-60.8% | $77,904-37.0% |
| Participation rate | 73.8% | 78.6%-4.8pp | 82.4%-8.6pp | 73.7%+0.1pp |
| Annual return | -16.93% | 116.19%-133.1pp | 572.05%-589.0pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,339 | $3,666-8.9% | $4,814-30.6% | $2,848+17.2% |
| Participant deferral / active EE | $6,485 | $7,711-15.9% | $7,446-12.9% | $4,806+34.9% |
| Admin fee / account holder | $72 | $119-39.8% | $10,010-99.3% | $133-46.0% |