Filed March 6, 2018
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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $26,250 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,696 | $57,096+15.1% | $94,224-30.3% | $55,191+19.0% |
| Participation rate | 86.5% | 75.7%+10.8pp | 78.8%+7.7pp | 69.2%+17.3pp |
| Annual return | 1.34% | 159.65%-158.3pp | 10.68%-9.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $3,498 | $1,708+104.8% | $3,587-2.5% | $1,899+84.2% |
| Participant deferral / active EE | $5,719 | $3,165+80.7% | $4,320+32.4% | $3,046+87.7% |
| Admin fee / account holder | $19 | $89-78.2% | $6,269-99.7% | $91-78.5% |