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 |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $49,471 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,440 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $14,000 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $10,529 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
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 | $102,555 | $75,284+36.2% | $91,001+12.7% | $69,631+47.3% |
| Participation rate | 92.6% | 80.4%+12.2pp | 75.6%+17.0pp | 70.7%+21.9pp |
| Annual return | 12.55% | 48.40%-35.9pp | 4.60%+7.9pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $3,664 | $2,473+48.2% | $2,456+49.2% | $2,032+80.3% |
| Participant deferral / active EE | $4,916 | $3,700+32.9% | $3,547+38.6% | $3,224+52.5% |
| Admin fee / account holder | $31 | $111-71.7% | $5,417-99.4% | $110-71.7% |