Filed February 7, 2014
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: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,977 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,650 |
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 | $169,271 | $136,307+24.2% | $177,821-4.8% | $73,488+130.3% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.7%+10.9pp | 70.7%+28.0pp |
| Annual return | 22.96% | 18.68%+4.3pp | 48.32%-25.4pp | 28.51%-5.6pp |
| Employer contribution / active EE | $3,371 | $3,712-9.2% | $5,918-43.0% | $2,270+48.5% |
| Participant deferral / active EE | $6,592 | $5,829+13.1% | $7,714-14.5% | $3,740+76.3% |
| Admin fee / account holder | $219 | $596-63.3% | $12,427-98.2% | $513-57.3% |