Filed October 12, 2020 (most recent of 2 filings on file)
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 | $58,283 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,102 | $79,519-35.7% | $95,952-46.7% | $73,409-30.4% |
| Participation rate | 89.1% | 81.2%+7.9pp | 77.1%+12.0pp | 72.2%+16.9pp |
| Annual return | 21.62% | 19.20%+2.4pp | 91.61%-70.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,005 | $4,138+117.6% | $4,167+116.1% | $3,805+136.6% |
| Admin fee / account holder | $155 | $184-15.9% | $6,795-97.7% | $158-1.8% |