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 LLC3 years Filed as: MMC SECURITIES Service code 16 · EIN 06-1685865 | Consulting | $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 | $57,257 | $38,509+48.7% | $90,645-36.8% | $73,367-22.0% |
| Participation rate | 42.9% | 45.9%-3.1pp | 74.0%-31.2pp | 69.5%-26.6pp |
| Annual return | -4.30% | 2.07%-6.4pp | 1.88%-6.2pp | 173.45%-177.7pp |
| Employer contribution / active EE | $812 | $754+7.8% | $2,532-67.9% | $2,499-67.5% |
| Participant deferral / active EE | $1,628 | $1,495+8.9% | $3,425-52.5% | $4,033-59.6% |
| Admin fee / account holder | $10 | $48-79.4% | $4,994-99.8% | $68-85.4% |