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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.
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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 |
|---|---|---|
NSD NEWCO INC1 year Service code 99 5600 BROKEN SOUND BLVD NW · BOCA RATON, FL 33487 | Other Fees | $400,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,408 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $7,082 |
LPL FINANCIAL1 year Service code 55 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,352 | $129,021+3.4% | $184,203-27.6% | $77,643+71.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 2.27% | 33.27%-31.0pp | 28.81%-26.5pp | 31.24%-29.0pp |
| Employer contribution / active EE | $19,997 | $4,413+353.1% | $6,427+211.1% | $2,726+633.6% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $504 | $254+98.4% | $13,901-96.4% | $430+17.0% |