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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,726 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,615 | $129,021-13.5% | $184,203-39.4% | $77,643+43.8% |
| Participation rate | 90.4% | 87.3%+3.1pp | 86.8%+3.6pp | 70.6%+19.9pp |
| Annual return | 12.90% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,733 | $4,413+7.3% | $6,427-26.4% | $2,726+73.6% |
| Participant deferral / active EE | $6,494 | $7,297-11.0% | $9,131-28.9% | $4,647+39.7% |
| Admin fee / account holder | $59 | $254-76.9% | $13,901-99.6% | $430-86.4% |