Filed June 2, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $65,000 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,310 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 36-4277151 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,127 | $74,552+2.1% | $62,995+20.8% | $69,631+9.3% |
| Participation rate | 84.5% | 78.3%+6.2pp | 74.8%+9.7pp | 70.7%+13.8pp |
| Annual return | 17.08% | 15.77%+1.3pp | 87.57%-70.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,516 | $2,929-14.1% | $2,759-8.8% | $2,032+23.8% |
| Participant deferral / active EE | $3,780 | $2,974+27.1% | $3,329+13.5% | $3,224+17.2% |
| Admin fee / account holder | $87 | $59+46.5% | $3,600-97.6% | $110-21.2% |