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 7-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 | $41,926 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $36,592 |
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 | $73,515 | $119,446-38.5% | $150,045-51.0% | $85,563-14.1% |
| Participation rate | 94.5% | 75.4%+19.1pp | 82.3%+12.2pp | 66.0%+28.6pp |
| Annual return | 36.79% | 23.72%+13.1pp | 62.55%-25.8pp | 31.51%+5.3pp |
| Employer contribution / active EE | $6,281 | $4,078+54.0% | $4,693+33.8% | $2,654+136.7% |
| Participant deferral / active EE | $16,281 | $7,985+103.9% | $7,997+103.6% | $4,375+272.1% |
| Admin fee / account holder | $207 | $548-62.2% | $13,435-98.5% | $834-75.2% |