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 | $110,616 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,792 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $102,892 | $50,815+102.5% | $155,509-33.8% | $77,643+32.5% |
| Participation rate | 67.0% | 63.1%+3.9pp | 78.2%-11.2pp | 70.6%-3.6pp |
| Annual return | 16.19% | 34.80%-18.6pp | 64.67%-48.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,639 | $1,993-17.8% | $4,672-64.9% | $2,726-39.9% |
| Participant deferral / active EE | $4,082 | $2,822+44.7% | $5,626-27.4% | $4,647-12.2% |
| Admin fee / account holder | $252 | $437-42.3% | $15,912-98.4% | $430-41.5% |