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 LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $71,902 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,211 | $60,607-40.3% | $189,557-80.9% | $86,799-58.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 78.4%+21.6pp | 72.3%+27.7pp |
| Annual return | 16.67% | 65.18%-48.5pp | 64.17%-47.5pp | 97.91%-81.2pp |
| Employer contribution / active EE | $2,117 | $1,626+30.2% | $4,412-52.0% | $2,405-12.0% |
| Participant deferral / active EE | $3,955 | $3,895+1.5% | $6,174-35.9% | $4,131-4.3% |
| Admin fee / account holder | $118 | $159-25.7% | $9,807-98.8% | $170-30.4% |