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 |
|---|---|---|
MMA SECURITIES LLC9 years Filed as: MMA SECURITIES Service code 99 · EIN 22-3570392 | Other Fees | $22,267 |
Filed as: DYNAMIC PENSION SERVICES INC. Service code 13 · EIN 31-1585572 SUITE A 2176 HEWITT AVE · KETTERING, OH 45440 | Contract Administrator | $20,931 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 PO BOX - 952030 · CLEVELAND, OH 44193 | Accounting | $9,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,181 | $59,417-7.1% | $93,606-41.0% | $74,495-25.9% |
| Participation rate | 76.7% | 59.7%+17.1pp | 68.7%+8.0pp | 67.2%+9.5pp |
| Annual return | 14.36% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $593 | $1,264-53.1% | $2,420-75.5% | $2,623-77.4% |
| Participant deferral / active EE | $4,172 | $3,050+36.8% | $4,411-5.4% | $4,346-4.0% |
| Admin fee / account holder | $245 | $3,021-91.9% | $8,285-97.0% | $1,942-87.4% |