Filed October 18, 2004
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 5-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 |
|---|---|---|
Filed as: MM WEALTH MANAGEMENT Service code 27 · EIN 27-0952089 | Advisory (Plan) | $51,880 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,729 | $50,815-15.9% | $155,509-72.5% | $77,643-45.0% |
| Participation rate | 99.2% | 63.1%+36.1pp | 78.2%+21.0pp | 70.6%+28.6pp |
| Annual return | 16.04% | 34.80%-18.8pp | 64.67%-48.6pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,020 | $1,993+1.4% | $4,672-56.8% | $2,726-25.9% |
| Participant deferral / active EE | $1,638 | $2,822-42.0% | $5,626-70.9% | $4,647-64.8% |
| Admin fee / account holder | $127 | $437-70.9% | $15,912-99.2% | $430-70.4% |