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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,316 |
MMA SECURITIES LLC1 year Service code 27 · EIN 52-2189187 | Advisory (Plan) | $25,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,441 | $86,897+15.6% | $151,611-33.8% | $64,808+55.0% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.5%+11.3pp | 71.5%+27.3pp |
| Annual return | -18.94% | -3.57%-15.4pp | 3.33%-22.3pp | 32.82%-51.8pp |
| Employer contribution / active EE | $4,301 | $4,010+7.3% | $6,166-30.2% | $2,506+71.6% |
| Participant deferral / active EE | $10,379 | $6,690+55.1% | $8,363+24.1% | $4,310+140.8% |
| Admin fee / account holder | $157 | $153+2.6% | $11,616-98.6% | $188-16.4% |