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: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $34,618 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $14,438 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $10,048 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,933 | $46,292-18.1% | $143,757-73.6% | $64,808-41.5% |
| Participation rate | 69.8% | 64.2%+5.6pp | 80.3%-10.5pp | 71.5%-1.7pp |
| Annual return | -15.04% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,566 | $1,910-18.0% | $4,951-68.4% | $2,506-37.5% |
| Participant deferral / active EE | $3,168 | $2,646+19.8% | $5,637-43.8% | $4,310-26.5% |
| Admin fee / account holder | $239 | $154+55.4% | $14,673-98.4% | $188+27.2% |