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 LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $23,802 |
GOLDLEAF PARTNERS5+ years Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $10,240 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,352 |
Filed as: ADVISED ASSET GROUP Service code 28 PO BOX 8068515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,780 | $98,750-6.0% | $149,696-38.0% | $79,858+16.2% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 18.90% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,591 | $3,216-19.5% | $4,644-44.2% | $2,471+4.8% |
| Participant deferral / active EE | $5,640 | $5,680-0.7% | $6,842-17.6% | $3,740+50.8% |
| Admin fee / account holder | $100 | $6,053-98.4% | $9,309-98.9% | $5,306-98.1% |