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 5-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 LLC1+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,356 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,660 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,463 | $104,317-67.0% | $159,436-78.4% | $86,799-60.3% |
| Participation rate | 35.0% | 77.7%-42.7pp | 82.8%-47.8pp | 72.3%-37.3pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.57%-263.6pp | 97.91%-97.9pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,728 | $6,837-45.5% | $7,352-49.3% | $4,131-9.8% |
| Admin fee / account holder | $159 | $172-7.6% | $10,799-98.5% | $170-6.2% |