Filed September 16, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,804 | $60,323-50.6% | $81,812-63.6% | $74,495-60.0% |
| Participation rate | 65.6% | 62.9%+2.7pp | 72.3%-6.8pp | 67.2%-1.6pp |
| Annual return | 17.45% | 16.90%+0.6pp | 773.79%-756.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,509 | $2,620-42.4% | $2,912-48.2% | $2,623-42.5% |
| Participant deferral / active EE | $5,337 | $3,387+57.5% | $4,319+23.6% | $4,346+22.8% |
| Admin fee / account holder | $18 | $1,486-98.8% | $7,386-99.8% | $1,942-99.1% |