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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,448 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,635 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 65 · EIN 22-1478099 | Account Maintenance | $6,538 |
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 | $38,069 | $88,122-56.8% | $141,162-73.0% | $67,579-43.7% |
| Participation rate | 85.8% | 76.5%+9.4pp | 82.5%+3.3pp | 71.3%+14.5pp |
| Annual return | 33.64% | 75.40%-41.8pp | 71.39%-37.7pp | 378.56%-344.9pp |
| Employer contribution / active EE | $3,838 | $3,224+19.0% | $4,735-18.9% | $2,148+78.7% |
| Participant deferral / active EE | $8,067 | $5,958+35.4% | $6,709+20.2% | $3,539+127.9% |
| Admin fee / account holder | $118 | $131-9.6% | $10,261-98.8% | $142-16.9% |