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 LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,342 | $131,799+1.2% | $200,582-33.5% | $85,563+55.8% |
| Participation rate | 88.7% | 87.9%+0.8pp | 86.9%+1.8pp | 66.0%+22.7pp |
| Annual return | 19.11% | 21.59%-2.5pp | 42.33%-23.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4,645 | $4,532+2.5% | $6,419-27.6% | $2,654+75.0% |
| Participant deferral / active EE | $6,541 | $7,702-15.1% | $9,331-29.9% | $4,375+49.5% |
| Admin fee / account holder | $52 | $235-77.8% | $16,305-99.7% | $834-93.7% |