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 13 · EIN 42-0127290 | Contract Administrator | $54,067 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,360 |
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 | $39,993 | $99,957-60.0% | $149,696-73.3% | $73,488-45.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 18.68% | 53.87%-35.2pp | 276.60%-257.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $4,361 | $3,191+36.7% | $4,644-6.1% | $2,270+92.1% |
| Participant deferral / active EE | $7,112 | $6,073+17.1% | $6,842+4.0% | $3,740+90.2% |
| Admin fee / account holder | $232 | $551-57.9% | $9,309-97.5% | $513-54.8% |