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 3-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 LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,904 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,664 |
COMPASS3601 year Service code 13 118 PORTSMOUTH AVE. SUITE A2 · STRATHAM, NH 03885 | Contract Administrator | $17,066 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,858 | $62,127-47.1% | $81,382-59.6% | $74,495-55.9% |
| Participation rate | 76.5% | 64.0%+12.4pp | 69.5%+7.0pp | 67.2%+9.3pp |
| Annual return | 80.72% | 16.48%+64.2pp | 24.73%+56.0pp | 1364.94%-1284.2pp |
| Employer contribution / active EE | $4,552 | $1,882+141.9% | $2,463+84.8% | $2,623+73.6% |
| Participant deferral / active EE | $9,130 | $3,229+182.7% | $3,883+135.1% | $4,346+110.1% |
| Admin fee / account holder | $381 | $1,934-80.3% | $5,768-93.4% | $1,942-80.4% |