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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 16 · EIN 04-2654524 | Consulting | $52,091 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES Service code 16 · EIN 04-2654524 P.O. BOX 29779 · NEW YORK, NY 100879779 | Consulting | $40,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,720 |
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 | $88,832 | $69,305+28.2% | $82,313+7.9% | $69,631+27.6% |
| Participation rate | 95.2% | 80.3%+14.9pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 19.24% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,924 | $1,887+2.0% | $2,428-20.8% | $2,032-5.3% |
| Participant deferral / active EE | $5,379 | $3,568+50.7% | $3,706+45.1% | $3,224+66.8% |
| Admin fee / account holder | $100 | $97+2.5% | $5,608-98.2% | $110-9.8% |