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 | $15,950 |
MMA SECURITIES LLC3+ 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 | $57,897 | $53,925+7.4% | $75,670-23.5% | $69,631-16.9% |
| Participation rate | 97.6% | 71.2%+26.4pp | 72.3%+25.2pp | 70.7%+26.9pp |
| Annual return | 17.72% | 17.84%-0.1pp | 27.34%-9.6pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $4,381 | $1,802+143.1% | $2,352+86.3% | $2,032+115.6% |
| Participant deferral / active EE | $4,958 | $2,569+93.0% | $3,142+57.8% | $3,224+53.8% |
| Admin fee / account holder | $27 | $97-71.9% | $5,800-99.5% | $110-75.3% |