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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $31,092 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 16 PO BOX 27449 · NEW YORK, NY 10088 | Consulting | $7,499 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,759 | $63,299-57.7% | $91,001-70.6% | $62,292-57.0% |
| Participation rate | 97.1% | 73.3%+23.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 15.54% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,238 | $1,807-31.5% | $2,456-49.6% | $2,042-39.4% |
| Participant deferral / active EE | $3,174 | $2,943+7.9% | $3,547-10.5% | $3,169+0.2% |
| Admin fee / account holder | $133 | $468-71.5% | $5,417-97.5% | $479-72.2% |