Filed April 22, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,179 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $8,345 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $4,280 |
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 | $63,689 | $66,302-3.9% | $110,238-42.2% | $56,287+13.2% |
| Participation rate | 74.5% | 74.9%-0.4pp | 79.8%-5.3pp | 69.9%+4.7pp |
| Annual return | -6.11% | -1.18%-4.9pp | 314.74%-320.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,456 | $2,047+20.0% | $3,826-35.8% | $2,111+16.3% |
| Participant deferral / active EE | $4,622 | $3,381+36.7% | $4,672-1.1% | $3,350+38.0% |
| Admin fee / account holder | $208 | $698-70.2% | $8,547-97.6% | $521-60.0% |