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 | $95,798 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $71,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,331 | $99,078-41.1% | $96,544-39.6% | $74,419-21.6% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 30.77% | 22.48%+8.3pp | 25.84%+4.9pp | 34.38%-3.6pp |
| Employer contribution / active EE | $7,384 | $2,570+187.3% | $2,965+149.0% | $2,637+180.0% |
| Participant deferral / active EE | $12,022 | $4,933+143.7% | $4,851+147.8% | $4,528+165.5% |
| Admin fee / account holder | $139 | $225-38.1% | $8,252-98.3% | $348-60.0% |