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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,719 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $81,553 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $63,141 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 10 4810 WHITE BEAR PKWY · WHITE BEAR LAKE, MN 55110 | Accounting | $18,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,386 | $52,224-13.1% | $88,946-49.0% | $102,872-55.9% |
| Participation rate | 84.2% | 40.8%+43.5pp | 68.8%+15.4pp | 73.0%+11.2pp |
| Annual return | 12.78% | 16.96%-4.2pp | 57.82%-45.0pp | 19.06%-6.3pp |
| Employer contribution / active EE | $1,508 | $1,241+21.6% | $2,555-41.0% | $3,526-57.2% |
| Participant deferral / active EE | $2,170 | $2,611-16.9% | $4,581-52.6% | $5,535-60.8% |
| Admin fee / account holder | $120 | $1,723-93.0% | $8,261-98.5% | $292-58.8% |