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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.
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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) | $68,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,955 | $89,436-39.7% | $164,813-67.3% | $77,643-30.5% |
| Participation rate | 49.8% | 78.6%-28.8pp | 78.6%-28.8pp | 70.6%-20.7pp |
| Annual return | 8.89% | 28.83%-19.9pp | 69.93%-61.0pp | 31.24%-22.4pp |
| Employer contribution / active EE | $1,498 | $2,569-41.7% | $4,341-65.5% | $2,726-45.0% |
| Participant deferral / active EE | $3,156 | $4,897-35.5% | $6,031-47.7% | $4,647-32.1% |
| Admin fee / account holder | $589 | $339+73.5% | $12,690-95.4% | $430+36.8% |