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 LLC2+ years Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087 | Consulting | $35,000 |
Filed as: MESIROW FINANCIAL Service code 16 1307 NEW HAMPSIRE AVE NW · WASHINGTON, DC 20036 | Consulting | $11,046 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,709 |
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 | $167,526 | $74,089+126.1% | $133,980+25.0% | $55,167+203.7% |
| Participation rate | 95.2% | 84.3%+11.0pp | 87.1%+8.2pp | 69.0%+26.2pp |
| Annual return | 9.24% | 12.11%-2.9pp | 29.30%-20.1pp | 169.23%-160.0pp |
| Employer contribution / active EE | $10,052 | $3,064+228.1% | $5,211+92.9% | $1,963+412.2% |
| Participant deferral / active EE | $10,207 | $4,678+118.2% | $6,282+62.5% | $3,054+234.2% |
| Admin fee / account holder | $211 | $458-53.8% | $9,324-97.7% | $504-58.0% |