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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 Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $553 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,124 | $84,487-37.1% | $125,339-57.6% | $66,914-20.6% |
| Participation rate | 80.2% | 76.4%+3.8pp | 82.4%-2.1pp | 69.8%+10.4pp |
| Annual return | -18.39% | -8.39%-10.0pp | 572.05%-590.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,773 | $3,553-50.1% | $4,814-63.2% | $2,544-30.3% |
| Participant deferral / active EE | $15,679 | $6,781+131.2% | $7,446+110.6% | $4,237+270.0% |
| Admin fee / account holder | $66 | $685-90.4% | $10,010-99.3% | $593-88.9% |