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 | $114,735 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $57,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,039 | $56,485+105.4% | $185,823-37.6% | $86,799+33.7% |
| Participation rate | 68.1% | 65.5%+2.6pp | 81.7%-13.6pp | 72.3%-4.2pp |
| Annual return | 11.84% | 118.04%-106.2pp | 122.05%-110.2pp | 97.91%-86.1pp |
| Employer contribution / active EE | $1,572 | $1,843-14.7% | $5,167-69.6% | $2,405-34.7% |
| Participant deferral / active EE | $3,808 | $2,553+49.2% | $5,568-31.6% | $4,131-7.8% |
| Admin fee / account holder | $299 | $150+99.7% | $16,237-98.2% | $170+76.2% |