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 6-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 37 · EIN 04-2647786 | Loan Processing | $82,802 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,110 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,585 | $100,801-59.7% | $149,696-72.9% | $73,409-44.7% |
| Participation rate | 89.4% | 77.7%+11.7pp | 82.5%+6.9pp | 72.2%+17.2pp |
| Annual return | 32.01% | 265.34%-233.3pp | 276.60%-244.6pp | 59.29%-27.3pp |
| Employer contribution / active EE | $3,998 | $3,312+20.7% | $4,644-13.9% | $2,234+79.0% |
| Participant deferral / active EE | $11,498 | $6,404+79.5% | $6,842+68.1% | $3,805+202.2% |
| Admin fee / account holder | $117 | $181-35.5% | $9,309-98.7% | $158-26.2% |