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 | $9,656 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES Service code 61 · EIN 06-1685865 | Finders' fees / placement fees | $0 |
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 | $43,982 | $50,106-12.2% | $70,014-37.2% | $57,658-23.7% |
| Participation rate | 94.2% | 70.9%+23.3pp | 71.8%+22.4pp | 70.2%+24.0pp |
| Annual return | 11.01% | 14.58%-3.6pp | 12.99%-2.0pp | 5.13%+5.9pp |
| Employer contribution / active EE | $4,025 | $1,739+131.4% | $2,338+72.1% | $1,974+103.9% |
| Participant deferral / active EE | $3,627 | $2,486+45.9% | $2,931+23.8% | $3,061+18.5% |
| Admin fee / account holder | $16 | $89-82.5% | $4,380-99.6% | $95-83.5% |