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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,945 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $9,656 |
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 | $76,311 | $86,332-11.6% | $125,175-39.0% | $65,185+17.1% |
| Participation rate | 89.5% | 75.3%+14.2pp | 79.8%+9.7pp | 70.2%+19.3pp |
| Annual return | 52.42% | 27.43%+25.0pp | 43.79%+8.6pp | 29.38%+23.0pp |
| Employer contribution / active EE | $3,340 | $2,040+63.7% | $3,865-13.6% | $2,177+53.4% |
| Participant deferral / active EE | $5,811 | $3,537+64.3% | $4,937+17.7% | $3,514+65.4% |
| Admin fee / account holder | $182 | $609-70.2% | $9,702-98.1% | $847-78.5% |