Filed November 11, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,833 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $13,334 |
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 | $153,467 | $80,005+91.8% | $140,016+9.6% | $55,725+175.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.55% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,590 | $3,403+34.9% | $5,606-18.1% | $2,078+120.8% |
| Participant deferral / active EE | $7,365 | $5,264+39.9% | $6,927+6.3% | $3,356+119.5% |
| Admin fee / account holder | $143 | $116+23.3% | $10,705-98.7% | $115+23.8% |