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 | $15,823 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,172 | $65,376-23.3% | $87,100-42.4% | $65,185-23.0% |
| Participation rate | 53.8% | 75.3%-21.5pp | 76.9%-23.1pp | 70.2%-16.4pp |
| Annual return | 21.32% | 31.27%-9.9pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,145 | $1,822-37.2% | $2,521-54.6% | $2,177-47.4% |
| Participant deferral / active EE | $2,186 | $3,388-35.5% | $4,049-46.0% | $3,514-37.8% |
| Admin fee / account holder | $269 | $520-48.2% | $7,497-96.4% | $847-68.2% |