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 Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $56,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,092 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,867 | $119,446-6.3% | $150,045-25.4% | $85,563+30.7% |
| Participation rate | 88.1% | 75.4%+12.6pp | 82.3%+5.8pp | 66.0%+22.1pp |
| Annual return | 22.01% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.5pp |
| Employer contribution / active EE | $3,761 | $4,078-7.8% | $4,693-19.9% | $2,654+41.7% |
| Participant deferral / active EE | $12,779 | $7,985+60.0% | $7,997+59.8% | $4,375+192.1% |
| Admin fee / account holder | $306 | $548-44.1% | $13,435-97.7% | $834-63.3% |