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 Service code 27 PO BOX 9497 · NEW YORK, NV 10087 | Advisory (Plan) | $144,858 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST LLC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $74,087 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Investment Management | $47,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,250 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NATIONAL LLC Service code 13 135 PINELAWN ROAD SUITE 240 N · MELVILLE, NY 11747 | Contract Administrator | $2,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,694 | $119,446-21.6% | $150,045-37.6% | $85,563+9.5% |
| Participation rate | 99.5% | 75.4%+24.1pp | 82.3%+17.2pp | 66.0%+33.5pp |
| Annual return | 192.67% | 23.72%+168.9pp | 62.55%+130.1pp | 31.51%+161.2pp |
| Employer contribution / active EE | $5,755 | $4,078+41.1% | $4,693+22.6% | $2,654+116.9% |
| Participant deferral / active EE | $11,181 | $7,985+40.0% | $7,997+39.8% | $4,375+155.6% |
| Admin fee / account holder | $324 | $548-40.7% | $13,435-97.6% | $834-61.1% |