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: MMA SECURITIES CORPORATION Service code 27 · EIN 22-3570392 | Advisory (Plan) | $42,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $11,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,116 | $82,202+136.1% | $125,339+54.9% | $64,808+199.5% |
| Participation rate | 67.2% | 77.9%-10.7pp | 82.4%-15.2pp | 71.5%-4.3pp |
| Annual return | -13.10% | 3.48%-16.6pp | 572.05%-585.2pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,645 | $3,615-26.9% | $4,814-45.1% | $2,506+5.5% |
| Participant deferral / active EE | $7,183 | $7,175+0.1% | $7,446-3.5% | $4,310+66.6% |
| Admin fee / account holder | $48 | $163-70.4% | $10,010-99.5% | $188-74.2% |