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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,399 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $7,598 |
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 | $29,270 | $81,746-64.2% | $91,989-68.2% | - |
| Participation rate | 96.0% | 77.1%+18.9pp | 78.6%+17.3pp | - |
| Annual return | 29.10% | 33.91%-4.8pp | 69.02%-39.9pp | - |
| Employer contribution / active EE | $3,421 | $2,156+58.6% | $3,452-0.9% | - |
| Participant deferral / active EE | $8,552 | $5,408+58.1% | $5,923+44.4% | - |
| Admin fee / account holder | $163 | $1,446-88.7% | $7,743-97.9% | - |