See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,594 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,876 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,789 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $61,008 | $76,050-19.8% | $96,544-36.8% | $71,457-14.6% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.3pp | 67.9%+30.3pp |
| Annual return | 17.47% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,022 | $2,244-9.9% | $2,965-31.8% | $2,588-21.9% |
| Participant deferral / active EE | $3,986 | $4,215-5.4% | $4,851-17.8% | $4,289-7.1% |
| Admin fee / account holder | $273 | $2,707-89.9% | $8,252-96.7% | $1,587-82.8% |