Filed June 1, 2009 (most recent of 3 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 LLC1+ years Filed as: MMC SECURITIES Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $43,750 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY AND DRISCOLL PC Service code 10 154 BROAD ST · NASHUA, NH 03061 | Accounting | $12,820 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $806 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,407 | $70,667+118.5% | $123,104+25.4% | $52,331+195.1% |
| Participation rate | 95.7% | 83.7%+12.0pp | 86.8%+9.0pp | 68.1%+27.6pp |
| Annual return | -0.14% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $9,657 | $2,946+227.8% | $5,151+87.5% | $1,882+413.2% |
| Participant deferral / active EE | $10,372 | $4,493+130.9% | $6,230+66.5% | $3,022+243.2% |
| Admin fee / account holder | $256 | $506-49.4% | $9,015-97.2% | $592-56.7% |