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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $42,000 |
BDO USA, LLP5 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $22,417 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,105 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,736 | $102,553+132.8% | $151,611+57.5% | $66,914+256.8% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -17.49% | -10.82%-6.7pp | 3.33%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $11,454 | $4,180+174.0% | $6,166+85.8% | $2,544+350.2% |
| Participant deferral / active EE | $12,071 | $6,641+81.8% | $8,363+44.3% | $4,237+184.9% |
| Admin fee / account holder | $254 | $630-59.7% | $11,616-97.8% | $593-57.2% |