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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
STOWE & DEGON, LLC1 year Filed as: STOWE & DEGAN Service code 10 · EIN 04-3379904 | Accounting | $9,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,524 | $86,897-2.7% | $151,611-44.2% | $64,808+30.4% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.5%+6.3pp | 71.5%+22.3pp |
| Annual return | -15.30% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $4,319 | $4,010+7.7% | $6,166-30.0% | $2,506+72.3% |
| Participant deferral / active EE | $5,933 | $6,690-11.3% | $8,363-29.1% | $4,310+37.6% |
| Admin fee / account holder | $157 | $153+3.0% | $11,616-98.6% | $188-16.1% |