Filed February 10, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,288 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,457 | $50,199+213.7% | $70,092+124.6% | $66,914+135.3% |
| Participation rate | 83.7% | 66.3%+17.4pp | 70.5%+13.2pp | 69.8%+13.9pp |
| Annual return | -19.41% | -13.85%-5.6pp | 190.73%-210.1pp | 1.58%-21.0pp |
| Employer contribution / active EE | $2,495 | $1,864+33.9% | $2,559-2.5% | $2,544-1.9% |
| Participant deferral / active EE | $7,984 | $3,112+156.6% | $3,849+107.5% | $4,237+88.4% |
| Admin fee / account holder | $334 | $600-44.4% | $6,267-94.7% | $593-43.8% |