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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,707 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$865 |
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 | $71,727 | $91,407-21.5% | $135,903-47.2% | $71,457+0.4% |
| Participation rate | 79.3% | 75.7%+3.7pp | 81.9%-2.6pp | 67.9%+11.4pp |
| Annual return | 27.15% | 29.90%-2.7pp | 68.23%-41.1pp | 28.85%-1.7pp |
| Employer contribution / active EE | $1,698 | $3,703-54.1% | $4,856-65.0% | $2,588-34.4% |
| Participant deferral / active EE | $13,410 | $7,092+89.1% | $7,758+72.9% | $4,289+212.7% |
| Admin fee / account holder | $67 | $1,266-94.7% | $10,762-99.4% | $1,587-95.8% |