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 37 · EIN 04-2647786 | Loan Processing | $76,636 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $33,075 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,436 | $152,281-36.7% | $106,213-9.2% | $99,062-2.7% |
| Participation rate | 94.1% | 92.2%+1.8pp | 75.3%+18.8pp | 71.6%+22.5pp |
| Annual return | 14.93% | 15.00%-0.1pp | 116.14%-101.2pp | 17.66%-2.7pp |
| Employer contribution / active EE | $3,616 | $5,348-32.4% | $3,171+14.0% | $3,262+10.9% |
| Participant deferral / active EE | $5,477 | $8,206-33.3% | $5,016+9.2% | $5,331+2.7% |
| Admin fee / account holder | $97 | $77+25.1% | $11,033-99.1% | $109-11.0% |