See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $50,129 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,404 | $50,464+148.5% | $75,781+65.5% | $52,331+139.6% |
| Participation rate | 96.9% | 66.8%+30.2pp | 75.8%+21.1pp | 68.1%+28.8pp |
| Annual return | 1.43% | 1.03%+0.4pp | 9.68%-8.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $9,398 | $1,988+372.7% | $3,323+182.8% | $1,882+399.5% |
| Participant deferral / active EE | $4,607 | $2,570+79.2% | $3,651+26.2% | $3,022+52.4% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.8% |