Filed June 22, 2006
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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,397 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,781 | $83,369+2.9% | $105,223-18.5% | $67,986+26.2% |
| Participation rate | 80.8% | 56.3%+24.5pp | 75.0%+5.7pp | 57.2%+23.6pp |
| Annual return | 15.37% | 24.64%-9.3pp | 180.65%-165.3pp | 31.67%-16.3pp |
| Employer contribution / active EE | $890 | $2,541-65.0% | $3,689-75.9% | $2,019-55.9% |
| Participant deferral / active EE | $6,342 | $3,295+92.5% | $5,072+25.0% | $3,358+88.9% |
| Admin fee / account holder | $292 | $4,073-92.8% | $8,859-96.7% | $3,203-90.9% |