See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $16,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,931 |
Filed as: SAN DIEGO PENSION CONSULTANTS,INC. Service code 13 | Contract Administrator | $4,610 |
Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $1,095 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,199 | $89,355-40.5% | $141,162-62.3% | $72,985-27.1% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 21.92% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $31 | $3,114-99.0% | $4,735-99.4% | $2,440-98.7% |
| Participant deferral / active EE | $5,962 | $5,418+10.0% | $6,709-11.1% | $3,607+65.3% |
| Admin fee / account holder | $226 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |