Filed November 7, 2025
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $147,892 |
MMA SECURITIES LLC3+ years Filed as: NIA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,600 | $42,810+55.6% | $169,463-60.7% | $55,725+19.5% |
| Participation rate | 99.3% | 64.7%+34.5pp | 77.8%+21.5pp | 70.9%+28.4pp |
| Annual return | -6.37% | -3.61%-2.8pp | 1.83%-8.2pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,157 | $1,402+53.9% | $4,159-48.1% | $2,078+3.8% |
| Participant deferral / active EE | $6,057 | $3,141+92.8% | $5,277+14.8% | $3,356+80.5% |
| Admin fee / account holder | $166 | $106+56.0% | $9,109-98.2% | $115+44.2% |