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 | Claims processing; Recordkeeping fees... | $85,760 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORPORATION Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $21,515 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,525 | $69,305-5.5% | $82,313-20.4% | $69,631-5.9% |
| Participation rate | 78.9% | 80.3%-1.4pp | 76.9%+2.0pp | 70.7%+8.2pp |
| Annual return | 19.66% | 21.47%-1.8pp | 25.88%-6.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,126 | $1,887+12.7% | $2,428-12.5% | $2,032+4.6% |
| Participant deferral / active EE | $6,958 | $3,568+95.0% | $3,706+87.7% | $3,224+115.8% |
| Admin fee / account holder | $70 | $97-28.2% | $5,608-98.8% | $110-36.8% |