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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA ADVISORS, LLC Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $18,531 |
M & O AGENCIES INC DBA THE MAHONEY6+ years Service code 99 1835 S EXTENSION RD · MESA, AZ 85210 | Other Fees | $9,979 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,216 |
REDW LLC3 years Service code 10 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $1,063 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | 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).
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 | $22,751 | $35,986-36.8% | $77,482-70.6% | $73,488-69.0% |
| Participation rate | 63.8% | 40.8%+22.9pp | 54.2%+9.6pp | 70.7%-6.9pp |
| Annual return | 11.75% | 19.26%-7.5pp | 54.79%-43.0pp | 28.51%-16.8pp |
| Employer contribution / active EE | $776 | $557+39.3% | $986-21.3% | $2,270-65.8% |
| Participant deferral / active EE | $1,887 | $1,198+57.6% | $1,861+1.4% | $3,740-49.5% |
| Admin fee / account holder | $102 | $466-78.0% | $2,858-96.4% | $513-80.1% |