Filed October 9, 1998
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 year Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $42,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,589 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,452 | $88,122+113.9% | $141,162+33.5% | $67,579+178.9% |
| Participation rate | 75.4% | 76.5%-1.0pp | 82.5%-7.1pp | 71.3%+4.1pp |
| Annual return | 16.54% | 75.40%-58.9pp | 71.39%-54.8pp | 378.56%-362.0pp |
| Employer contribution / active EE | $2,547 | $3,224-21.0% | $4,735-46.2% | $2,148+18.6% |
| Participant deferral / active EE | $7,429 | $5,958+24.7% | $6,709+10.7% | $3,539+109.9% |
| Admin fee / account holder | $168 | $131+28.6% | $10,261-98.4% | $142+18.3% |