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 | $59,305 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $29,211 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,522 | $79,013-0.6% | $100,391-21.8% | $74,495+5.4% |
| Participation rate | 96.2% | 79.5%+16.7pp | 81.5%+14.7pp | 67.2%+29.0pp |
| Annual return | 14.53% | 20.41%-5.9pp | 49.20%-34.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,894 | $3,021+62.0% | $3,942+24.2% | $2,623+86.6% |
| Participant deferral / active EE | $15,506 | $7,760+99.8% | $8,082+91.9% | $4,346+256.8% |
| Admin fee / account holder | $333 | $1,320-74.8% | $7,899-95.8% | $1,942-82.8% |