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 | $71,767 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,894 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,900 |
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 | $42,011 | $101,317-58.5% | $146,958-71.4% | $74,495-43.6% |
| Participation rate | 96.7% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 17.58% | 8730.91%-8713.3pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,777 | $3,810-0.9% | $4,933-23.4% | $2,623+44.0% |
| Participant deferral / active EE | $7,250 | $7,303-0.7% | $8,070-10.2% | $4,346+66.8% |
| Admin fee / account holder | $303 | $1,739-82.6% | $12,998-97.7% | $1,942-84.4% |