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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,799 |
GRAY, GRAY & GRAY1 year Filed as: GRAY, GRAY, & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $10,789 |
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 | $81,219 | $106,028-23.4% | $146,958-44.7% | $77,643+4.6% |
| Participation rate | 88.8% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.2pp |
| Annual return | 14.58% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,671 | $4,063+39.6% | $4,933+15.0% | $2,726+108.1% |
| Participant deferral / active EE | $13,120 | $7,990+64.2% | $8,070+62.6% | $4,647+182.3% |
| Admin fee / account holder | $176 | $337-47.7% | $12,998-98.6% | $430-59.0% |