Filed October 23, 2000
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 CORP. BOSTONIAN DIV. Service code 16 · EIN 04-2848081 | Consulting | $36,000 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $32,000 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $17,169 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $9,286 |
THE STANDARD1+ years Service code 11 STANDARD PLAZA BUILDING · PORTLAND, OR 97204 | Actuarial | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,006 | $85,635+179.1% | $123,892+92.9% | $63,975+273.6% |
| Participation rate | 93.1% | 74.9%+18.2pp | 81.4%+11.7pp | 71.1%+22.0pp |
| Annual return | -0.55% | 15.74%-16.3pp | 47.52%-48.1pp | 48.65%-49.2pp |
| Employer contribution / active EE | $9,898 | $3,076+221.7% | $4,617+114.4% | $2,182+353.7% |
| Participant deferral / active EE | $10,599 | $5,667+87.0% | $5,984+77.1% | $3,356+215.8% |
| Admin fee / account holder | $74 | $75-1.0% | $8,357-99.1% | $70+5.3% |