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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 LLC4 years Service code 99 · EIN 22-3570392 | Other Fees | $25,358 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,061 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS, INC Service code 49 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Other Services | $5,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,237 | $54,193+16.7% | $93,606-32.4% | $77,643-18.6% |
| Participation rate | 28.8% | 63.9%-35.2pp | 68.7%-40.0pp | 70.6%-41.8pp |
| Annual return | 13.47% | 30.54%-17.1pp | 133.20%-119.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,983 | $3,144-36.9% | $4,411-55.0% | $4,647-57.3% |
| Admin fee / account holder | $48 | $576-91.7% | $8,285-99.4% | $430-88.9% |