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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.
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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 | $150,731 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $37,456 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,682 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $12,497 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,696 | $50,127-26.8% | $149,673-75.5% | $80,160-54.2% |
| Participation rate | 90.9% | 64.3%+26.6pp | 78.8%+12.1pp | 72.9%+17.9pp |
| Annual return | 28.24% | 29.82%-1.6pp | 134.42%-106.2pp | 40.38%-12.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $7,301 | $3,194+128.6% | $5,680+28.5% | $5,017+45.5% |
| Admin fee / account holder | $84 | $153-45.2% | $13,210-99.4% | $145-42.3% |