Filed April 25, 2018
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 13 · EIN 42-0127290 | Contract Administrator | $92,400 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,571 | $37,196+113.9% | $154,107-48.4% | $55,725+42.8% |
| Participation rate | 56.4% | 64.1%-7.7pp | 83.0%-26.7pp | 70.9%-14.5pp |
| Annual return | -2.77% | 1319.68%-1322.4pp | 735.12%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,240 | $1,614-23.2% | $5,298-76.6% | $2,078-40.4% |
| Participant deferral / active EE | $2,688 | $2,068+30.0% | $5,081-47.1% | $3,356-19.9% |
| Admin fee / account holder | $253 | $102+149.2% | $13,411-98.1% | $115+119.8% |