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: MMA SECURITIES Service code 50 PO BOX 9496 · NEW YORK, NY 10087 | Direct Payment | $40,000 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $10,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,686 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $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 | $202,006 | $79,523+154.0% | $140,016+44.3% | $56,287+258.9% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.7pp |
| Annual return | -5.67% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $11,004 | $3,350+228.5% | $5,606+96.3% | $2,111+421.3% |
| Participant deferral / active EE | $11,567 | $5,129+125.5% | $6,927+67.0% | $3,350+245.3% |
| Admin fee / account holder | $243 | $614-60.4% | $10,705-97.7% | $521-53.3% |