Filed July 20, 2010
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 LLC2+ years Filed as: MMC SECURITIES COR Service code 50 · EIN 06-1685865 | Direct Payment | $34,328 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,405 | $80,177+26.5% | $123,892-18.2% | $57,658+75.9% |
| Participation rate | 91.4% | 74.4%+16.9pp | 81.4%+10.0pp | 70.2%+21.2pp |
| Annual return | 6.58% | 17.90%-11.3pp | 47.52%-40.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,323 | $2,913+48.4% | $4,617-6.4% | $1,974+119.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $24 | $106-77.4% | $8,357-99.7% | $95-74.6% |