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 42-0127290 | Contract Administrator | $230,130 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,000 |
BRITT & COMPANY CPA LLC1 year Filed as: BRITT AND COMPANY CPA LLC Service code 10 · EIN 45-0604259 | Accounting | $14,000 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $12,631 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $84,055 | $58,644+43.3% | $177,989-52.8% | $199,593-57.9% |
| Participation rate | 99.4% | 65.5%+33.9pp | 77.1%+22.3pp | 72.0%+27.4pp |
| Annual return | 15.75% | 19.25%-3.5pp | 294.48%-278.7pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,735 | $1,801+51.8% | $3,949-30.7% | $3,034-9.9% |
| Participant deferral / active EE | $8,320 | $4,248+95.9% | $6,276+32.6% | $5,087+63.6% |
| Admin fee / account holder | $143 | $145-1.3% | $10,363-98.6% | $269-46.6% |