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 LLC3+ years Filed as: MMC SECURITIES Service code 50 P.O. BOX 28405 · NEW YORK, NY 10087 | Direct Payment | $30,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $12,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $10,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,886 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
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 | $202,646 | $89,739+125.8% | $149,718+35.4% | $62,292+225.3% |
| Participation rate | 97.9% | 85.1%+12.8pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 18.98% | 21.01%-2.0pp | 1501.63%-1482.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $10,792 | $3,233+233.8% | $5,445+98.2% | $2,042+428.4% |
| Participant deferral / active EE | $11,150 | $4,797+132.4% | $6,569+69.7% | $3,169+251.8% |
| Admin fee / account holder | $243 | $551-55.9% | $11,283-97.8% | $479-49.3% |