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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,129 |
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 | $96,033 | $136,307-29.5% | $177,821-46.0% | $73,488+30.7% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.3pp | 70.7%+27.3pp |
| Annual return | 16.04% | 18.68%-2.6pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $4,669 | $3,712+25.8% | $5,918-21.1% | $2,270+105.7% |
| Participant deferral / active EE | $6,350 | $5,829+8.9% | $7,714-17.7% | $3,740+69.8% |
| Admin fee / account holder | $198 | $596-66.8% | $12,427-98.4% | $513-61.4% |