Filed January 5, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $77,447 |
Filed as: MMC SECURITES CORPORATION Service code 16 | Consulting | $19,379 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORPORATION Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $56,273 | $63,905-11.9% | $74,183-24.1% | $57,658-2.4% |
| Participation rate | 82.2% | 79.8%+2.5pp | 76.6%+5.6pp | 70.2%+12.0pp |
| Annual return | 9.01% | 60.60%-51.6pp | 17.74%-8.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $2,393 | $1,840+30.0% | $2,370+0.9% | $1,974+21.2% |
| Participant deferral / active EE | $7,027 | $3,448+103.8% | $3,550+98.0% | $3,061+129.6% |
| Admin fee / account holder | $64 | $91-29.5% | $5,586-98.9% | $95-32.1% |