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 | $50,258 |
MMA SECURITIES LLC3 years Service code 27 | Advisory (Plan) | $18,193 |
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 PO BOX 55757 · BOSTON, MO 02205 | Contract Administrator | $6,297 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,514 | $81,474-23.3% | $133,956-53.3% | $73,488-14.9% |
| Participation rate | 94.4% | 76.4%+18.0pp | 79.8%+14.6pp | 70.7%+23.7pp |
| Annual return | 18.64% | 19.40%-0.8pp | 45.09%-26.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,289 | $2,209-41.6% | $3,919-67.1% | $2,270-43.2% |
| Participant deferral / active EE | $6,886 | $3,786+81.9% | $5,048+36.4% | $3,740+84.1% |
| Admin fee / account holder | $192 | $713-73.1% | $8,927-97.9% | $513-62.7% |