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 10-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) | $22,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,396 | $70,908+19.0% | $98,907-14.7% | $73,488+14.8% |
| Participation rate | 69.6% | 73.8%-4.2pp | 76.0%-6.5pp | 70.7%-1.1pp |
| Annual return | 14.22% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,188 | $2,036+7.5% | $2,689-18.6% | $2,270-3.6% |
| Participant deferral / active EE | $5,057 | $3,500+44.5% | $4,244+19.1% | $3,740+35.2% |
| Admin fee / account holder | $234 | $535-56.2% | $6,642-96.5% | $513-54.4% |