Filed November 7, 2025
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $176,045 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $34,500 |
BRITT & COMPANY CPA LLC1 year Filed as: BRITT & COMPANY CPA, LLC Service code 27 · EIN 45-0604259 | Advisory (Plan) | $12,500 |
ORENDA RETIREMENT, LLC2 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $10,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,793 | $53,512+58.5% | $189,557-55.3% | $93,030-8.9% |
| Participation rate | 97.9% | 67.3%+30.7pp | 78.4%+19.5pp | 73.9%+24.0pp |
| Annual return | 16.48% | 20.32%-3.8pp | 64.17%-47.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $2,310 | $1,429+61.6% | $4,412-47.6% | $2,706-14.6% |
| Participant deferral / active EE | $7,163 | $3,748+91.1% | $6,174+16.0% | $4,562+57.0% |
| Admin fee / account holder | $135 | $95+41.9% | $9,807-98.6% | $152-11.0% |