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 CO8+ years Filed as: AXA ADVISORS, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $16,736 |
M & O AGENCIES INC DBA THE MAHONEY8+ years Service code 99 1835 S EXTENSION RD · MESA, AZ 85210 | Other Fees | $9,012 |
REDW LLC5 years Service code 10 7425 JEFFERSON ST NE · ALBUQUERQUE, NM 87109 | Accounting | $7,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,532 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,591 |
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 | $18,138 | $30,086-39.7% | $61,373-70.4% | $64,808-72.0% |
| Participation rate | 68.6% | 36.4%+32.2pp | 52.6%+16.0pp | 71.5%-2.9pp |
| Annual return | -15.47% | -13.99%-1.5pp | 338.61%-354.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $602 | $536+12.2% | $1,159-48.1% | $2,506-76.0% |
| Participant deferral / active EE | $1,384 | $1,126+23.0% | $2,125-34.9% | $4,310-67.9% |
| Admin fee / account holder | $114 | $148-23.3% | $2,130-94.7% | $188-39.5% |