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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$210,681 |
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 | $93,694 | $99,078-5.4% | $96,544-3.0% | $74,419+25.9% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.2pp |
| Annual return | 22.67% | 22.48%+0.2pp | 25.84%-3.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,479 | $2,570+35.3% | $2,965+17.3% | $2,637+31.9% |
| Participant deferral / active EE | $10,698 | $4,933+116.8% | $4,851+120.5% | $4,528+136.2% |
| Admin fee / account holder | -$79 | $225-135.3% | $8,252-101.0% | $348-122.8% |