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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,534 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL INC Service code 27 840 GESSNER RD STE 700 · HOUSTON, TX 77024 | Advisory (Plan) | $5,962 |
Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 53717 | Contract Administrator | $5,538 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG I · AUSTIN, TX 78730 | Other Fees | $596 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,212 | $68,914-75.0% | $136,749-87.4% | $74,304-76.8% |
| Participation rate | 99.0% | 51.3%+47.7pp | 72.1%+26.9pp | 60.3%+38.7pp |
| Annual return | 15.90% | 16.34%-0.4pp | 24.33%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,007 | $1,561+28.5% | $3,400-41.0% | $2,241-10.4% |
| Participant deferral / active EE | $1,336 | $2,541-47.4% | $4,692-71.5% | $3,767-64.5% |
| Admin fee / account holder | $126 | $3,149-96.0% | $11,386-98.9% | $2,969-95.8% |