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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,711 |
MMA SECURITIES LLC2 years Service code 27 | Advisory (Plan) | $15,707 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $6,474 |
MMA SECURITIES LLC2 years 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 | $50,734 | $86,332-41.2% | $125,175-59.5% | $65,185-22.2% |
| Participation rate | 94.0% | 75.3%+18.7pp | 79.8%+14.2pp | 70.2%+23.8pp |
| Annual return | 23.80% | 27.43%-3.6pp | 43.79%-20.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,053 | $2,040-48.4% | $3,865-72.8% | $2,177-51.6% |
| Participant deferral / active EE | $6,275 | $3,537+77.4% | $4,937+27.1% | $3,514+78.6% |
| Admin fee / account holder | $152 | $609-75.0% | $9,702-98.4% | $847-82.0% |