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 LLC3+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $68,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,567 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $17,800 |
THE STANDARD3+ years Service code 17 STANDARD PLAZA BUILDING · PORTLAND, OR 97204 | Pension Consulting | $6,500 |
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 | $271,703 | $75,388+260.4% | $123,544+119.9% | $55,725+387.6% |
| Participation rate | 99.9% | 75.7%+24.2pp | 82.3%+17.6pp | 70.9%+29.0pp |
| Annual return | 14.67% | 4.48%+10.2pp | 119.20%-104.5pp | 244.93%-230.3pp |
| Employer contribution / active EE | $10,884 | $3,063+255.3% | $4,628+135.2% | $2,078+423.7% |
| Participant deferral / active EE | $12,580 | $5,651+122.6% | $6,426+95.8% | $3,356+274.9% |
| Admin fee / account holder | $76 | $120-36.4% | $9,284-99.2% | $115-33.9% |