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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,700 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,954 |
Service code 10 · EIN 20-4780677 | Accounting | $10,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,419 | $59,535-50.6% | $90,160-67.4% | $62,292-52.8% |
| Participation rate | 71.0% | 73.0%-2.1pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 21.97% | 23.53%-1.6pp | 34.88%-12.9pp | 28.90%-6.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,426 | $4,639-4.6% | $5,288-16.3% | $3,169+39.7% |
| Admin fee / account holder | $218 | $337-35.2% | $5,943-96.3% | $479-54.5% |