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 LLC2+ years Filed as: MMC SECURITIES CORP. BOSTONIAN DIV. Service code 16 · EIN 04-2848081 | Consulting | $44,000 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $24,000 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $17,800 |
THE STANDARD2+ years Service code 11 STANDARD PLAZA BUILDING · PORTLAND, OR 97204 | Actuarial | $7,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,841 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,522 | $155,795+62.7% | $136,294+86.0% | $69,631+264.1% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 14.03% | 232464.33%-232450.3pp | 5155.94%-5141.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $10,351 | $2,991+246.1% | $4,695+120.4% | $2,032+409.4% |
| Participant deferral / active EE | $12,089 | $5,394+124.1% | $6,247+93.5% | $3,224+275.0% |
| Admin fee / account holder | $128 | $128-0.1% | $9,243-98.6% | $110+16.0% |