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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,853 |
Service code 13 101 BRADFORD RD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $17,649 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS CAPITAL INC Service code 27 840 GESSNER RD STE 700 · HOUSTON, TX 77024 | Advisory (Plan) | $11,997 |
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 | $126,168 | $119,446+5.6% | $150,045-15.9% | $85,563+47.5% |
| Participation rate | 97.0% | 75.4%+21.6pp | 82.3%+14.7pp | 66.0%+31.0pp |
| Annual return | 24.03% | 23.72%+0.3pp | 62.55%-38.5pp | 31.51%-7.5pp |
| Employer contribution / active EE | $9,909 | $4,078+143.0% | $4,693+111.1% | $2,654+273.4% |
| Participant deferral / active EE | $18,756 | $7,985+134.9% | $7,997+134.5% | $4,375+328.7% |
| Admin fee / account holder | $151 | $548-72.5% | $13,435-98.9% | $834-81.9% |