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 99 | Other Fees | $35,051 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,014 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $6,755 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 | Other Services | $0 |
MMA SECURITIES LLC3 years Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,508 | $49,915+59.3% | $154,803-48.6% | $74,304+7.0% |
| Participation rate | 61.7% | 54.0%+7.8pp | 78.1%-16.3pp | 60.3%+1.4pp |
| Annual return | 12.84% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,250 | $1,611-22.4% | $4,305-71.0% | $2,241-44.2% |
| Participant deferral / active EE | $6,546 | $2,255+190.3% | $5,540+18.1% | $3,767+73.8% |
| Admin fee / account holder | $105 | $2,189-95.2% | $14,329-99.3% | $2,969-96.5% |