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 Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $63,197 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $62,408 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, MN 80111 | Recordkeeping Fees | $25,394 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,541 | $97,954-55.5% | $115,157-62.2% | $77,787-44.0% |
| Participation rate | 75.4% | 52.3%+23.1pp | 75.9%-0.5pp | 73.2%+2.2pp |
| Annual return | 2.97% | 23.95%-21.0pp | 35.60%-32.6pp | 32.57%-29.6pp |
| Employer contribution / active EE | $1,328 | $927+43.3% | $3,179-58.2% | $2,504-47.0% |
| Participant deferral / active EE | $1,868 | $1,655+12.9% | $4,168-55.2% | $3,967-52.9% |
| Admin fee / account holder | $42 | $347-88.0% | $7,088-99.4% | $100-58.5% |