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 7-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, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $12,397 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,720 |
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 | $58,760 | $104,475-43.8% | $159,436-63.1% | $79,386-26.0% |
| Participation rate | 70.5% | 76.6%-6.1pp | 82.8%-12.3pp | 70.7%-0.2pp |
| Annual return | 21.80% | 67.95%-46.1pp | 263.57%-241.8pp | 116.85%-95.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $12,288 | $6,467+90.0% | $7,352+67.1% | $4,046+203.7% |
| Admin fee / account holder | $67 | $711-90.5% | $10,799-99.4% | $626-89.2% |