Filed December 18, 2018 (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 LLC2 years Filed as: MMA SECURITIES Service code 37 · EIN 22-3570392 | Loan Processing | $52,500 |
TORRILLO & ASSOCIATES, LLC6 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $25,700 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945390 | Loan Processing | $5,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,829 | $113,293+91.4% | $67,502+221.2% | $199,593+8.6% |
| Participation rate | 93.0% | 73.3%+19.7pp | 72.9%+20.1pp | 72.0%+21.0pp |
| Annual return | 11.48% | 15.88%-4.4pp | 3512.12%-3500.6pp | 34.25%-22.8pp |
| Employer contribution / active EE | $7,598 | $3,401+123.4% | $2,731+178.2% | $3,034+150.4% |
| Participant deferral / active EE | $6,373 | $4,159+53.2% | $4,000+59.3% | $5,087+25.3% |
| Admin fee / account holder | $39 | $103-61.6% | $3,998-99.0% | $269-85.4% |