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 | $49,266 |
MMA SECURITIES LLC7 years Service code 27 | Advisory (Plan) | $26,757 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $9,989 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,045 | $88,083+2.2% | $164,813-45.4% | $74,495+20.9% |
| Participation rate | 97.8% | 73.0%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 18.81% | 17.26%+1.5pp | 69.93%-51.1pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,859 | $2,593-28.3% | $4,341-57.2% | $2,623-29.1% |
| Participant deferral / active EE | $10,225 | $4,498+127.3% | $6,031+69.5% | $4,346+135.3% |
| Admin fee / account holder | $70 | $2,234-96.8% | $12,690-99.4% | $1,942-96.4% |