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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,698 |
MMA SECURITIES LLC1 year Service code 27 · EIN 26-0058143 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $33,398 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 | Contract Administrator | $28,310 |
ECONOMIC GROUP PENSION 28,310.06 SE1 year Service code 13 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Contract Administrator | $22,617 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 99 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Other Fees | $850 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $487 |
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 | $46,224 | $92,224-49.9% | $105,223-56.1% | $79,634-42.0% |
| Participation rate | 77.1% | 69.2%+8.0pp | 75.0%+2.1pp | 62.5%+14.7pp |
| Annual return | 15.39% | 88.65%-73.3pp | 180.65%-165.3pp | 36.46%-21.1pp |
| Employer contribution / active EE | $1,228 | $3,965-69.0% | $3,689-66.7% | $2,529-51.4% |
| Participant deferral / active EE | $1,933 | $3,834-49.6% | $5,072-61.9% | $3,835-49.6% |
| Admin fee / account holder | $183 | $1,121-83.7% | $8,859-97.9% | $1,002-81.7% |