Filed October 18, 2016
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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES GROUP Service code 16 · EIN 06-1685865 | Consulting | $66,667 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,895 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,791 | $96,458-41.1% | $136,294-58.3% | $77,958-27.2% |
| Participation rate | 86.3% | 75.4%+10.9pp | 81.9%+4.4pp | 71.6%+14.7pp |
| Annual return | 15.52% | 23.78%-8.3pp | 5155.94%-5140.4pp | 20.87%-5.3pp |
| Employer contribution / active EE | $1,319 | $3,144-58.0% | $4,695-71.9% | $2,310-42.9% |
| Participant deferral / active EE | $2,345 | $5,902-60.3% | $6,247-62.5% | $3,537-33.7% |
| Admin fee / account holder | $33 | $80-58.7% | $9,243-99.6% | $97-65.9% |