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 LLC5+ years Filed as: JARDINE LLOYD THOMPSON SINS SVCS, I Service code 16 22 CENTURY HILL DT STE 102 · LATHAM, NY 12110 | Consulting | $4,552 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 3000 LAVA RIDGE CT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $3,001 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,083 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,003 | $66,310-51.7% | $93,606-65.8% | $65,185-50.9% |
| Participation rate | 28.8% | 74.0%-45.2pp | 75.8%-47.0pp | 70.2%-41.4pp |
| Annual return | 17.97% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,092 | $3,342-67.3% | $4,069-73.2% | $3,514-68.9% |
| Admin fee / account holder | $126 | $6,897-98.2% | $7,888-98.4% | $847-85.1% |