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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,096 | $70,908+56.7% | $98,907+12.3% | $73,488+51.2% |
| Participation rate | 88.7% | 73.8%+15.0pp | 76.0%+12.7pp | 70.7%+18.1pp |
| Annual return | 15.66% | 34.17%-18.5pp | 196.43%-180.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,350 | $2,036+113.6% | $2,689+61.8% | $2,270+91.6% |
| Participant deferral / active EE | $4,568 | $3,500+30.5% | $4,244+7.6% | $3,740+22.2% |
| Admin fee / account holder | $378 | $535-29.3% | $6,642-94.3% | $513-26.3% |