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 | $37,291 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,720 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,016 | $84,487-63.3% | $125,339-75.3% | $66,914-53.6% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.9pp | 69.8%+26.4pp |
| Annual return | -12.93% | -8.39%-4.5pp | 572.05%-585.0pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,718 | $3,553+4.6% | $4,814-22.8% | $2,544+46.1% |
| Participant deferral / active EE | $7,415 | $6,781+9.3% | $7,446-0.4% | $4,237+75.0% |
| Admin fee / account holder | $116 | $685-83.1% | $10,010-98.8% | $593-80.5% |