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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,855 | $100,227-2.4% | $169,993-42.4% | $74,419+31.5% |
| Participation rate | 96.9% | 87.3%+9.6pp | 87.0%+9.9pp | 70.7%+26.2pp |
| Annual return | 16.93% | 66.08%-49.2pp | 53.37%-36.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $4,950 | $4,263+16.1% | $6,785-27.0% | $2,637+87.7% |
| Participant deferral / active EE | $6,536 | $7,143-8.5% | $10,408-37.2% | $4,528+44.3% |
| Admin fee / account holder | $76 | $234-67.7% | $12,815-99.4% | $348-78.3% |