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 10-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 | $138,824 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $71,010 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,232 |
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 | $46,938 | $53,136-11.7% | $155,509-69.8% | $199,593-76.5% |
| Participation rate | 88.7% | 64.1%+24.6pp | 78.2%+10.5pp | 72.0%+16.7pp |
| Annual return | 18.69% | 41.15%-22.5pp | 64.67%-46.0pp | 34.25%-15.6pp |
| Employer contribution / active EE | $4 | $1,851-99.8% | $4,672-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $7,922 | $3,161+150.6% | $5,626+40.8% | $5,087+55.7% |
| Admin fee / account holder | $95 | $185-48.8% | $15,912-99.4% | $269-64.7% |