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 LLC2 years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $42,000 |
Filed as: LITMAN GERSON ASSOCIATES, LLP Service code 10 · EIN 04-2694095 | Accounting | $17,530 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,849 |
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 | $204,984 | $100,801+103.4% | $149,696+36.9% | $73,409+179.2% |
| Participation rate | 74.5% | 77.7%-3.2pp | 82.5%-8.0pp | 72.2%+2.3pp |
| Annual return | 11.45% | 265.34%-253.9pp | 276.60%-265.1pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,773 | $3,312-16.3% | $4,644-40.3% | $2,234+24.2% |
| Participant deferral / active EE | $7,663 | $6,404+19.6% | $6,842+12.0% | $3,805+101.4% |
| Admin fee / account holder | $26 | $181-85.8% | $9,309-99.7% | $158-83.7% |