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 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,297 | $88,515-9.3% | $162,163-50.5% | $67,579+18.8% |
| Participation rate | 97.7% | 86.8%+10.9pp | 87.6%+10.2pp | 71.3%+26.4pp |
| Annual return | 24.49% | 27.04%-2.6pp | 115.59%-91.1pp | 378.56%-354.1pp |
| Employer contribution / active EE | $3,981 | $3,563+11.7% | $5,614-29.1% | $2,148+85.4% |
| Participant deferral / active EE | $5,512 | $5,724-3.7% | $7,298-24.5% | $3,539+55.7% |
| Admin fee / account holder | $211 | $124+70.5% | $10,843-98.1% | $142+48.2% |