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 9-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, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $24,288 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,672 | $88,122-44.8% | $141,162-65.5% | $67,579-28.0% |
| Participation rate | 86.7% | 76.5%+10.3pp | 82.5%+4.2pp | 71.3%+15.4pp |
| Annual return | 47.11% | 75.40%-28.3pp | 71.39%-24.3pp | 378.56%-331.4pp |
| Employer contribution / active EE | $2,628 | $3,224-18.5% | $4,735-44.5% | $2,148+22.4% |
| Participant deferral / active EE | $12,988 | $5,958+118.0% | $6,709+93.6% | $3,539+267.0% |
| Admin fee / account holder | $83 | $131-36.9% | $10,261-99.2% | $142-42.0% |