Filed January 5, 2024 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 16 · EIN 22-3570392 | Consulting | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,453 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,472 |
CARON & BLETZER, PLLC2 years Service code 16 · EIN 04-3499945 | Consulting | $10,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,538 | $43,466-27.4% | $90,951-65.3% | $90,288-65.1% |
| Participation rate | 87.4% | 62.5%+24.9pp | 69.0%+18.4pp | 73.4%+14.0pp |
| Annual return | 16.04% | 25.26%-9.2pp | 134.60%-118.6pp | 53.97%-37.9pp |
| Employer contribution / active EE | $720 | $840-14.3% | $2,122-66.1% | $2,524-71.5% |
| Participant deferral / active EE | $1,608 | $2,138-24.8% | $3,373-52.3% | $4,232-62.0% |
| Admin fee / account holder | $73 | $92-20.7% | $5,959-98.8% | $114-36.2% |