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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $31,003 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,189 |
COMPASS3603 years Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $2,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,149 | $86,929-2.0% | $102,423-16.9% | $80,856+5.3% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 12.96% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,582 | $2,369+93.4% | $3,023+51.6% | $2,755+66.3% |
| Participant deferral / active EE | $12,787 | $4,118+210.5% | $5,053+153.1% | $4,296+197.7% |
| Admin fee / account holder | $455 | $8,049-94.3% | $9,451-95.2% | $6,918-93.4% |