Filed April 28, 1995
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,901 |
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $35,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,115 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,307 | $62,324+36.9% | $68,509+24.5% | $55,191+54.6% |
| Participation rate | 93.5% | 78.9%+14.6pp | 74.7%+18.8pp | 69.2%+24.4pp |
| Annual return | 2.06% | 4.26%-2.2pp | 8.27%-6.2pp | 10.78%-8.7pp |
| Employer contribution / active EE | $3,296 | $2,223+48.3% | $2,278+44.7% | $1,899+73.6% |
| Participant deferral / active EE | $4,529 | $3,425+32.2% | $3,382+33.9% | $3,046+48.7% |
| Admin fee / account holder | $30 | $91-67.3% | $5,275-99.4% | $91-67.1% |