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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,839 |
MMA SECURITIES LLC3 years Filed as: ASSURED PARTNERS CAPITAL, INC Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $60,583 |
PREMIER RETIREMENT PARTNERS7 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $27,711 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,305 |
BAS PARTNERS6 years Service code 10 15800 PINES BLVD · PEMBROKE PINES, FL 330271212 | Accounting | $7,200 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,569 | $57,831-71.3% | $82,389-79.9% | $85,563-80.6% |
| Participation rate | 71.6% | 55.0%+16.6pp | 69.5%+2.1pp | 66.0%+5.6pp |
| Annual return | 10.87% | 17.86%-7.0pp | 28.67%-17.8pp | 31.51%-20.6pp |
| Employer contribution / active EE | $2,251 | $1,643+37.0% | $2,517-10.6% | $2,654-15.2% |
| Participant deferral / active EE | $867 | $3,118-72.2% | $4,155-79.1% | $4,375-80.2% |
| Admin fee / account holder | $290 | $1,391-79.2% | $7,231-96.0% | $834-65.3% |