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 49 · EIN 04-1590850 | Other Services | $131,476 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $45,000 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,300 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
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 | $97,403 | $65,223+49.3% | $80,019+21.7% | $55,725+74.8% |
| Participation rate | 94.6% | 80.6%+14.0pp | 75.8%+18.7pp | 70.9%+23.7pp |
| Annual return | -1.85% | 7.59%-9.4pp | 11.22%-13.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $3,663 | $2,544+44.0% | $2,468+48.4% | $2,078+76.3% |
| Participant deferral / active EE | $5,238 | $3,881+35.0% | $3,686+42.1% | $3,356+56.1% |
| Admin fee / account holder | $158 | $114+38.8% | $6,521-97.6% | $115+37.6% |