Filed January 11, 2006 (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 7-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 |
|---|---|---|
FID INV INST OPS CO11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $340,873 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $70,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,438 | $131,639+51.5% | $112,040+78.0% | $103,975+91.8% |
| Participation rate | 85.2% | 88.3%-3.1pp | 76.5%+8.7pp | 72.5%+12.7pp |
| Annual return | 18.09% | 14.57%+3.5pp | 24.52%-6.4pp | 19.41%-1.3pp |
| Employer contribution / active EE | $5,055 | $3,865+30.8% | $2,954+71.1% | $3,722+35.8% |
| Participant deferral / active EE | $10,276 | $6,986+47.1% | $5,098+101.6% | $5,343+92.3% |
| Admin fee / account holder | $103 | $134-23.4% | $12,098-99.1% | $332-69.1% |