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 | $10,261 |
Filed as: MMC SECURITES Service code 11 · EIN 06-1685865 | Actuarial | $5,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,114 | $44,425-23.2% | $67,834-49.7% | $55,167-38.2% |
| Participation rate | 57.1% | 59.7%-2.6pp | 68.8%-11.7pp | 69.0%-11.9pp |
| Annual return | 960.42% | 17.80%+942.6pp | 138.47%+821.9pp | 169.23%+791.2pp |
| Employer contribution / active EE | $403 | $1,351-70.2% | $2,403-83.2% | $1,963-79.5% |
| Participant deferral / active EE | $1,461 | $2,166-32.6% | $3,160-53.8% | $3,054-52.2% |
| Admin fee / account holder | $51 | $530-90.4% | $4,622-98.9% | $504-89.9% |