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 LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 PO BOX 9497 · NEW YORK, NY 10087 | Recordkeeping | $24,428 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,380 | $104,475-36.5% | $159,436-58.4% | $79,386-16.4% |
| Participation rate | 71.4% | 76.6%-5.2pp | 82.8%-11.4pp | 70.7%+0.7pp |
| Annual return | 17.15% | 67.95%-50.8pp | 263.57%-246.4pp | 116.85%-99.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,868 | $6,467+52.6% | $7,352+34.2% | $4,046+143.9% |
| Admin fee / account holder | $254 | $711-64.3% | $10,799-97.7% | $626-59.5% |