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) | $11,435 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,836 | $58,778-1.6% | $129,207-55.2% | $77,643-25.5% |
| Participation rate | 52.2% | 59.2%-7.1pp | 69.6%-17.4pp | 70.6%-18.4pp |
| Annual return | 17.81% | 24.73%-6.9pp | 9417.33%-9399.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,249 | $1,952+15.2% | $4,153-45.8% | $2,726-17.5% |
| Participant deferral / active EE | $5,712 | $3,212+77.8% | $4,168+37.1% | $4,647+22.9% |
| Admin fee / account holder | $57 | $589-90.4% | $7,715-99.3% | $430-86.8% |