Filed June 4, 1997
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 Service code 70 · EIN 06-1685865 | Consulting Fees | $30,000 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,258 | $38,032+29.5% | $87,507-43.7% | $329,111-85.0% |
| Participation rate | 40.5% | 43.3%-2.8pp | 73.8%-33.4pp | 67.9%-27.4pp |
| Annual return | 8.68% | 7.09%+1.6pp | 12.21%-3.5pp | 16.35%-7.7pp |
| Employer contribution / active EE | $694 | $677+2.6% | $2,550-72.8% | $2,303-69.9% |
| Participant deferral / active EE | $1,383 | $1,260+9.7% | $3,149-56.1% | $3,682-62.4% |
| Admin fee / account holder | $11 | $50-77.9% | $4,221-99.7% | $754-98.5% |