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 | Claims processing; Investment managem... | $96,059 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 16 | Consulting | $38,901 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,509 | $62,928-51.5% | $172,739-82.3% | $67,579-54.9% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.6pp | 71.3%+26.0pp |
| Annual return | 2.53% | 30.36%-27.8pp | 802.84%-800.3pp | 378.56%-376.0pp |
| Employer contribution / active EE | $916 | $1,636-44.0% | $5,143-82.2% | $2,148-57.3% |
| Participant deferral / active EE | $2,132 | $2,145-0.6% | $5,198-59.0% | $3,539-39.8% |
| Admin fee / account holder | $173 | $167+3.9% | $13,954-98.8% | $142+21.6% |