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 | $88,062 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,668 |
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 | $39,233 | $72,254-45.7% | $86,677-54.7% | $64,808-39.5% |
| Participation rate | 91.9% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -13.68% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,709 | $2,393-28.6% | $2,836-39.7% | $2,506-31.8% |
| Participant deferral / active EE | $10,437 | $4,658+124.1% | $4,656+124.2% | $4,310+142.1% |
| Admin fee / account holder | $139 | $174-19.9% | $7,493-98.1% | $188-25.9% |