Filed December 3, 2014 (most recent of 2 filings on file)
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 17 · EIN 06-1685865 | Pension Consulting | $22,500 |
AMERICAN FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 17 · EIN 86-1109193 | Pension Consulting | $22,500 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,728 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,804 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $506,361 | $98,982+411.6% | $162,163+212.3% | $65,185+676.8% |
| Participation rate | 98.8% | 85.8%+13.0pp | 87.6%+11.2pp | 70.2%+28.6pp |
| Annual return | 22.67% | 24.84%-2.2pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $25,797 | $3,467+644.2% | $5,614+359.5% | $2,177+1085.2% |
| Participant deferral / active EE | $16,972 | $5,384+215.2% | $7,298+132.6% | $3,514+383.0% |
| Admin fee / account holder | -$41 | $596-106.8% | $10,843-100.4% | $847-104.8% |