Filed December 3, 2020
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $95,417 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP. Service code 16 | Consulting | $38,798 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $32,178 | $37,196-13.5% | $154,107-79.1% | $55,725-42.3% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.3pp | 70.9%+25.5pp |
| Annual return | 9.25% | 1319.68%-1310.4pp | 735.12%-725.9pp | 244.93%-235.7pp |
| Employer contribution / active EE | $1,129 | $1,614-30.0% | $5,298-78.7% | $2,078-45.7% |
| Participant deferral / active EE | $2,180 | $2,068+5.4% | $5,081-57.1% | $3,356-35.0% |
| Admin fee / account holder | $191 | $102+87.8% | $13,411-98.6% | $115+65.7% |