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 LLC2 years Service code 17 · EIN 22-3570392 | Pension Consulting | $46,080 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,900 |
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 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 | $90,652 | $67,984+33.3% | $65,493+38.4% | $74,304+22.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 9.50% | 19.87%-10.4pp | 982.45%-972.9pp | 29.43%-19.9pp |
| Employer contribution / active EE | $3,203 | $2,491+28.6% | $2,574+24.4% | $2,241+42.9% |
| Participant deferral / active EE | $3,350 | $3,346+0.1% | $3,961-15.4% | $3,767-11.1% |
| Admin fee / account holder | $202 | $1,373-85.3% | $5,028-96.0% | $2,969-93.2% |