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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, MN 80111 | Recordkeeping Fees | $102,954 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $63,046 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $46,496 |
LATHAM & WATKINS LLP8+ years Filed as: LATHAM & PARKER, LLP Service code 10 P.O. BOX 656 · WILLMAR, MN 56201 | Accounting | $7,975 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,818 | $50,287-30.8% | $112,229-69.0% | $80,160-56.6% |
| Participation rate | 82.9% | 52.9%+30.0pp | 72.4%+10.5pp | 72.9%+10.0pp |
| Annual return | 13.44% | 19.72%-6.3pp | 30.20%-16.8pp | 40.38%-26.9pp |
| Employer contribution / active EE | $1,265 | $1,211+4.5% | $3,430-63.1% | $2,978-57.5% |
| Participant deferral / active EE | $1,995 | $2,265-11.9% | $4,798-58.4% | $5,017-60.2% |
| Admin fee / account holder | $85 | $116-27.1% | $7,748-98.9% | $145-41.6% |