See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,033 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,970 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,518 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,927 | $49,693-55.9% | $70,515-68.9% | $74,419-70.5% |
| Participation rate | 88.7% | 64.7%+24.1pp | 68.3%+20.4pp | 70.7%+18.0pp |
| Annual return | 41.70% | 21.22%+20.5pp | 32.77%+8.9pp | 34.38%+7.3pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,742 | $3,376+129.3% | $4,567+69.5% | $4,528+71.0% |
| Admin fee / account holder | $197 | $316-37.5% | $6,412-96.9% | $348-43.3% |