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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,357 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,809 | $106,028-27.6% | $146,958-47.7% | $77,643-1.1% |
| Participation rate | 77.1% | 78.4%-1.2pp | 82.2%-5.0pp | 70.6%+6.6pp |
| Annual return | 19.56% | 56.73%-37.2pp | 418.34%-398.8pp | 31.24%-11.7pp |
| Employer contribution / active EE | $1,048 | $4,063-74.2% | $4,933-78.8% | $2,726-61.6% |
| Participant deferral / active EE | $7,977 | $7,990-0.2% | $8,070-1.1% | $4,647+71.7% |
| Admin fee / account holder | $301 | $337-10.8% | $12,998-97.7% | $430-30.1% |