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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$782 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,435 | $84,936-18.2% | $111,297-37.6% | $79,386-12.5% |
| Participation rate | 86.2% | 75.9%+10.3pp | 77.3%+8.9pp | 70.7%+15.5pp |
| Annual return | 18.57% | 17.45%+1.1pp | 54.65%-36.1pp | 116.85%-98.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,334 | $3,888+11.5% | $4,487-3.4% | $4,046+7.1% |
| Admin fee / account holder | $146 | $537-72.8% | $7,964-98.2% | $626-76.7% |