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 LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,173 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $0 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,669 | $56,317-26.0% | $71,209-41.5% | $74,304-43.9% |
| Participation rate | 65.5% | 55.1%+10.3pp | 73.8%-8.3pp | 60.3%+5.1pp |
| Annual return | 27.59% | 42.83%-15.2pp | 282.51%-254.9pp | 29.43%-1.8pp |
| Employer contribution / active EE | $1,540 | $2,160-28.7% | $2,721-43.4% | $2,241-31.3% |
| Participant deferral / active EE | $7,768 | $2,788+178.6% | $4,175+86.0% | $3,767+106.2% |
| Admin fee / account holder | $34 | $2,290-98.5% | $5,349-99.4% | $2,969-98.8% |