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 6-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 37 · EIN 04-2647786 | Loan Processing | $45,141 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,424 | $100,801-73.8% | $149,696-82.3% | $73,409-64.0% |
| Participation rate | 78.2% | 77.7%+0.5pp | 82.5%-4.3pp | 72.2%+6.0pp |
| Annual return | 19.71% | 265.34%-245.6pp | 276.60%-256.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,339 | $3,312-59.6% | $4,644-71.2% | $2,234-40.0% |
| Participant deferral / active EE | $2,337 | $6,404-63.5% | $6,842-65.8% | $3,805-38.6% |
| Admin fee / account holder | $168 | $181-7.2% | $9,309-98.2% | $158+6.2% |