Filed July 9, 2018
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, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $3,123 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,073 | $55,125-83.5% | $109,895-91.7% | $86,799-89.5% |
| Participation rate | 29.2% | 70.1%-40.9pp | 74.2%-45.0pp | 72.3%-43.0pp |
| Annual return | 36.57% | 26.20%+10.4pp | 29.45%+7.1pp | 97.91%-61.3pp |
| Employer contribution / active EE | $295 | $1,558-81.1% | $2,842-89.6% | $2,405-87.7% |
| Participant deferral / active EE | $527 | $3,337-84.2% | $4,048-87.0% | $4,131-87.2% |
| Admin fee / account holder | $19 | $141-86.4% | $6,066-99.7% | $170-88.7% |