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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,902 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,532 | $45,000-67.7% | $143,757-89.9% | $77,904-81.3% |
| Participation rate | 15.6% | 66.8%-51.3pp | 80.3%-64.8pp | 73.7%-58.1pp |
| Annual return | -5.51% | 29.03%-34.5pp | -0.04%-5.5pp | 12.21%-17.7pp |
| Employer contribution / active EE | $246 | $1,870-86.8% | $4,951-95.0% | $2,848-91.3% |
| Participant deferral / active EE | $456 | $3,157-85.5% | $5,637-91.9% | $4,806-90.5% |
| Admin fee / account holder | $141 | $98+43.6% | $14,673-99.0% | $133+6.6% |