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 15 · EIN 13-3689044 | Recordkeeping | $31,305 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORPORATION Service code 22 · EIN 52-2189187 | Insurance Broker | $17,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,767 | $80,753-65.6% | $136,294-79.6% | $62,292-55.4% |
| Participation rate | 91.8% | 73.5%+18.3pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 38.38% | 35.83%+2.5pp | 5155.94%-5117.6pp | 28.90%+9.5pp |
| Employer contribution / active EE | $4,598 | $2,884+59.5% | $4,695-2.1% | $2,042+125.2% |
| Participant deferral / active EE | $7,620 | $5,164+47.6% | $6,247+22.0% | $3,169+140.4% |
| Admin fee / account holder | $120 | $525-77.1% | $9,243-98.7% | $479-74.9% |