Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 employees
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 |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES Service code 70 · EIN 06-1685865 | Consulting Fees | $30,000 |
VERRILL DANA LLP3+ years Service code 11 · EIN 01-0176171 | Actuarial | $11,989 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,582 | $80,360-1.0% | $90,160-11.7% | $77,958+2.1% |
| Participation rate | 69.6% | 81.9%-12.4pp | 76.9%-7.3pp | 71.6%-2.1pp |
| Annual return | 38.29% | 24.56%+13.7pp | 34.88%+3.4pp | 20.87%+17.4pp |
| Employer contribution / active EE | $2,558 | $2,326+10.0% | $3,318-22.9% | $2,310+10.7% |
| Participant deferral / active EE | $4,290 | $5,829-26.4% | $5,288-18.9% | $3,537+21.3% |
| Admin fee / account holder | $21 | $64-66.4% | $5,943-99.6% | $97-78.0% |