Filed October 22, 2018
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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,723 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,918 | $66,457+50.3% | $81,382+22.8% | $77,643+28.7% |
| Participation rate | 97.2% | 68.7%+28.5pp | 69.5%+27.7pp | 70.6%+26.7pp |
| Annual return | 14.82% | 15.93%-1.1pp | 24.73%-9.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $5,432 | $2,159+151.6% | $2,463+120.6% | $2,726+99.3% |
| Participant deferral / active EE | $8,363 | $3,679+127.3% | $3,883+115.4% | $4,647+79.9% |
| Admin fee / account holder | $81 | $583-86.1% | $5,768-98.6% | $430-81.1% |