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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $42,873 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,944 |
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 | $7,684 | $58,336-86.8% | $97,226-92.1% | $199,593-96.2% |
| Participation rate | 88.3% | 63.8%+24.6pp | 72.7%+15.7pp | 72.0%+16.4pp |
| Annual return | 21.39% | 32.81%-11.4pp | 75.13%-53.7pp | 34.25%-12.9pp |
| Employer contribution / active EE | $874 | $1,416-38.3% | $2,729-68.0% | $3,034-71.2% |
| Participant deferral / active EE | $1,445 | $3,240-55.4% | $4,264-66.1% | $5,087-71.6% |
| Admin fee / account holder | $44 | $114-61.2% | $5,654-99.2% | $269-83.6% |