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 | $98,558 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,428 | $52,293+99.7% | $178,490-41.5% | $73,409+42.3% |
| Participation rate | 63.0% | 65.3%-2.4pp | 81.9%-18.9pp | 72.2%-9.2pp |
| Annual return | 14.74% | 34.75%-20.0pp | 151.07%-136.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,469 | $1,735-15.4% | $5,011-70.7% | $2,234-34.2% |
| Participant deferral / active EE | $3,299 | $2,332+41.5% | $5,202-36.6% | $3,805-13.3% |
| Admin fee / account holder | $260 | $127+104.2% | $13,984-98.1% | $158+64.7% |