Filed May 20, 2025 (most recent of 2 filings on file)
Total covered: 20 employees
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 LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $42,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,756 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,841 | $96,484+50.1% | $156,263-7.3% | $74,304+94.9% |
| Participation rate | 89.3% | 67.7%+21.7pp | 78.9%+10.4pp | 60.3%+29.0pp |
| Annual return | 17.23% | 17.73%-0.5pp | 59.47%-42.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $4,462 | $2,528+76.5% | $4,333+3.0% | $2,241+99.1% |
| Participant deferral / active EE | $9,923 | $4,286+131.5% | $6,158+61.1% | $3,767+163.4% |
| Admin fee / account holder | $461 | $3,728-87.6% | $14,255-96.8% | $2,969-84.5% |