Filed December 20, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,168 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,909 | $84,936-44.8% | $111,297-57.9% | $79,386-40.9% |
| Participation rate | 78.8% | 75.9%+2.9pp | 77.3%+1.5pp | 70.7%+8.1pp |
| Annual return | 20.68% | 17.45%+3.2pp | 54.65%-34.0pp | 116.85%-96.2pp |
| Employer contribution / active EE | $1,646 | $1,979-16.8% | $2,731-39.7% | $2,427-32.2% |
| Participant deferral / active EE | $2,296 | $3,888-41.0% | $4,487-48.8% | $4,046-43.3% |
| Admin fee / account holder | $72 | $537-86.7% | $7,964-99.1% | $626-88.6% |