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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.
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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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 17 · EIN 22-3570392 | Pension Consulting | $6,031 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,565 | $46,292-59.9% | $143,757-87.1% | $64,808-71.4% |
| Participation rate | 43.4% | 64.2%-20.9pp | 80.3%-36.9pp | 71.5%-28.1pp |
| Annual return | -4.91% | -10.05%+5.1pp | -0.04%-4.9pp | 32.82%-37.7pp |
| Employer contribution / active EE | $883 | $1,910-53.8% | $4,951-82.2% | $2,506-64.8% |
| Participant deferral / active EE | $2,977 | $2,646+12.5% | $5,637-47.2% | $4,310-30.9% |
| Admin fee / account holder | $46 | $154-70.1% | $14,673-99.7% | $188-75.5% |