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 LLC4+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $68,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,968 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,000 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$48,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $271,447 | $101,523+167.4% | $141,162+92.3% | $77,787+249.0% |
| Participation rate | 96.6% | 77.4%+19.2pp | 82.5%+14.1pp | 73.2%+23.3pp |
| Annual return | 6.08% | 56.22%-50.1pp | 71.39%-65.3pp | 32.57%-26.5pp |
| Employer contribution / active EE | $11,046 | $3,341+230.6% | $4,735+133.3% | $2,504+341.1% |
| Participant deferral / active EE | $12,517 | $6,434+94.5% | $6,709+86.6% | $3,967+215.5% |
| Admin fee / account holder | $153 | $92+67.4% | $10,261-98.5% | $100+53.1% |