Filed July 23, 2012 (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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $30,165 |
MMA SECURITIES LLC1+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,869 |
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 | $64,581 | $71,802-10.1% | $133,980-51.8% | $57,658+12.0% |
| Participation rate | 92.6% | 85.5%+7.2pp | 87.1%+5.6pp | 70.2%+22.4pp |
| Annual return | 8.85% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $3,203 | $3,161+1.3% | $5,211-38.5% | $1,974+62.3% |
| Participant deferral / active EE | $3,960 | $4,606-14.0% | $6,282-37.0% | $3,061+29.4% |
| Admin fee / account holder | $66 | $88-24.7% | $9,324-99.3% | $95-30.2% |