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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,562 |
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 | $89,535 | $65,322+37.1% | $70,449+27.1% | $73,488+21.8% |
| Participation rate | 91.8% | 77.0%+14.9pp | 75.1%+16.8pp | 70.7%+21.1pp |
| Annual return | 27.49% | 15.71%+11.8pp | 109.03%-81.5pp | 28.51%-1.0pp |
| Employer contribution / active EE | $1,352 | $2,460-45.0% | $2,737-50.6% | $2,270-40.4% |
| Participant deferral / active EE | $9,514 | $3,375+181.9% | $3,709+156.5% | $3,740+154.4% |
| Admin fee / account holder | $212 | $214-1.0% | $3,845-94.5% | $513-58.7% |