Filed July 24, 2023 (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 | $94,532 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $58,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,510 |
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 | $61,188 | $128,899-52.5% | $113,168-45.9% | $102,872-40.5% |
| Participation rate | 83.5% | 87.0%-3.5pp | 76.6%+6.9pp | 73.0%+10.5pp |
| Annual return | 15.50% | 15.88%-0.4pp | 24.27%-8.8pp | 19.06%-3.6pp |
| Employer contribution / active EE | $2,365 | $3,713-36.3% | $2,975-20.5% | $3,526-32.9% |
| Participant deferral / active EE | $5,284 | $6,787-22.1% | $5,107+3.5% | $5,535-4.5% |
| Admin fee / account holder | $98 | $129-24.1% | $12,068-99.2% | $292-66.4% |