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 | $87,723 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,740 |
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 | $48,573 | $185,342-73.8% | $111,297-56.4% | $86,799-44.0% |
| Participation rate | 84.5% | 81.0%+3.6pp | 77.3%+7.2pp | 72.3%+12.3pp |
| Annual return | 22.42% | 500.80%-478.4pp | 54.65%-32.2pp | 97.91%-75.5pp |
| Employer contribution / active EE | $1,087 | $2,246-51.6% | $2,731-60.2% | $2,405-54.8% |
| Participant deferral / active EE | $9,088 | $4,458+103.8% | $4,487+102.5% | $4,131+120.0% |
| Admin fee / account holder | $164 | $255-35.8% | $7,964-97.9% | $170-3.3% |