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 | Shareholder servicing fees; Sales loa... | $103,559 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 16 | Consulting | $3,328 |
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $27,703 | $52,293-47.0% | $178,490-84.5% | $73,409-62.3% |
| Participation rate | 97.2% | 65.3%+31.9pp | 81.9%+15.3pp | 72.2%+25.0pp |
| Annual return | -5.65% | 34.75%-40.4pp | 151.07%-156.7pp | 59.29%-64.9pp |
| Employer contribution / active EE | $1,368 | $1,735-21.2% | $5,011-72.7% | $2,234-38.7% |
| Participant deferral / active EE | $2,166 | $2,332-7.1% | $5,202-58.4% | $3,805-43.1% |
| Admin fee / account holder | $179 | $127+40.7% | $13,984-98.7% | $158+13.5% |