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 8-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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,384 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 99 · EIN 06-1685865 | Other Fees | $5,305 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,683 | $59,535+22.1% | $90,160-19.4% | $62,292+16.7% |
| Participation rate | 94.5% | 73.0%+21.5pp | 76.9%+17.7pp | 69.5%+25.0pp |
| Annual return | 16.99% | 23.53%-6.5pp | 34.88%-17.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,094 | $1,826-40.1% | $3,318-67.0% | $2,042-46.4% |
| Participant deferral / active EE | $7,736 | $4,639+66.8% | $5,288+46.3% | $3,169+144.1% |
| Admin fee / account holder | $52 | $337-84.5% | $5,943-99.1% | $479-89.1% |