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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,345 | $73,638-9.9% | $95,952-30.9% | $73,488-9.7% |
| Participation rate | 51.4% | 76.2%-24.7pp | 77.1%-25.6pp | 70.7%-19.2pp |
| Annual return | 17.06% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,284 | $1,863-31.1% | $2,541-49.5% | $2,270-43.5% |
| Participant deferral / active EE | $2,419 | $3,617-33.1% | $4,167-41.9% | $3,740-35.3% |
| Admin fee / account holder | $330 | $482-31.6% | $6,795-95.1% | $513-35.7% |