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 LLC4 years Filed as: MMC SECURITIES Service code 16 · EIN 06-1685865 | Consulting | $30,000 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 31 · EIN 84-0854432 | Named fiduciary | $19,500 |
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 | $68,792 | $43,466+58.3% | $99,443-30.8% | $89,569-23.2% |
| Participation rate | 40.7% | 41.5%-0.8pp | 73.8%-33.2pp | 69.6%-28.9pp |
| Annual return | 24.02% | 22.62%+1.4pp | 30.72%-6.7pp | 34.56%-10.5pp |
| Employer contribution / active EE | $723 | $788-8.2% | $2,540-71.5% | $2,584-72.0% |
| Participant deferral / active EE | $1,481 | $1,495-1.0% | $3,619-59.1% | $4,220-64.9% |
| Admin fee / account holder | $16 | $56-71.0% | $6,250-99.7% | $72-77.4% |