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 LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $17,003 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,980 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,265 | $45,959-90.7% | $91,220-95.3% | $77,904-94.5% |
| Participation rate | 78.1% | 66.3%+11.7pp | 73.2%+4.9pp | 73.7%+4.4pp |
| Annual return | -4.70% | -5.32%+0.6pp | 114.01%-118.7pp | 12.21%-16.9pp |
| Employer contribution / active EE | $788 | $1,451-45.7% | $2,850-72.3% | $2,848-72.3% |
| Participant deferral / active EE | $1,203 | $3,283-63.4% | $4,234-71.6% | $4,806-75.0% |
| Admin fee / account holder | $23 | $99-76.4% | $5,420-99.6% | $133-82.4% |