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 LLC5+ years Filed as: MMC SECURITIES CORP Service code 16 · EIN 04-2848081 | Consulting | $68,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,810 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $45,584 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $31,065 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,305 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $246,566 | $127,481+93.4% | $149,696+64.7% | $90,288+173.1% |
| Participation rate | 96.3% | 78.2%+18.0pp | 82.5%+13.8pp | 73.4%+22.9pp |
| Annual return | -4.63% | 57.78%-62.4pp | 276.60%-281.2pp | 53.97%-58.6pp |
| Employer contribution / active EE | $10,870 | $3,448+215.3% | $4,644+134.1% | $2,524+330.7% |
| Participant deferral / active EE | $13,028 | $6,975+86.8% | $6,842+90.4% | $4,232+207.8% |
| Admin fee / account holder | $201 | $152+32.5% | $9,309-97.8% | $114+76.2% |