Filed April 23, 2021
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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 | Advisory (Plan) | $14,192 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,368 |
GOLDLEAF PARTNERS1 year Service code 49 · EIN 45-0514557 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Other Services | $5,298 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,816 | $66,302-33.9% | $110,238-60.3% | $56,287-22.2% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -5.43% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $959 | $2,047-53.2% | $3,826-74.9% | $2,111-54.6% |
| Participant deferral / active EE | $6,387 | $3,381+88.9% | $4,672+36.7% | $3,350+90.7% |
| Admin fee / account holder | $73 | $698-89.5% | $8,547-99.1% | $521-85.9% |