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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,619 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,517 |
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 | $102,415 | $85,135+20.3% | $98,907+3.5% | $73,409+39.5% |
| Participation rate | 93.5% | 81.1%+12.4pp | 76.0%+17.5pp | 72.2%+21.4pp |
| Annual return | 18.72% | 19.14%-0.4pp | 196.43%-177.7pp | 59.29%-40.6pp |
| Employer contribution / active EE | $4,069 | $2,721+49.6% | $2,689+51.3% | $2,234+82.2% |
| Participant deferral / active EE | $8,164 | $4,349+87.7% | $4,244+92.3% | $3,805+114.5% |
| Admin fee / account holder | $221 | $139+58.9% | $6,642-96.7% | $158+40.1% |