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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.
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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 | $22,763 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,307 | $79,171+4.0% | $102,423-19.6% | $74,495+10.5% |
| Participation rate | 55.2% | 74.8%-19.6pp | 76.5%-21.3pp | 67.2%-12.0pp |
| Annual return | 13.93% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $541 | $2,362-77.1% | $3,023-82.1% | $2,623-79.4% |
| Participant deferral / active EE | $4,624 | $4,415+4.7% | $5,053-8.5% | $4,346+6.4% |
| Admin fee / account holder | $304 | $2,001-84.8% | $9,451-96.8% | $1,942-84.3% |