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 LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,833 |
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 | $31,561 | $61,272-48.5% | $149,673-78.9% | $71,457-55.8% |
| Participation rate | 65.6% | 62.5%+3.1pp | 78.8%-13.2pp | 67.9%-2.3pp |
| Annual return | 22.98% | 35.85%-12.9pp | 134.42%-111.4pp | 28.85%-5.9pp |
| Employer contribution / active EE | $2,863 | $2,378+20.4% | $4,818-40.6% | $2,588+10.7% |
| Participant deferral / active EE | $6,698 | $2,917+129.6% | $5,680+17.9% | $4,289+56.2% |
| Admin fee / account holder | $88 | $1,261-93.0% | $13,210-99.3% | $1,587-94.4% |