Filed July 29, 1999 (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 LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $8,294 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,709 | $53,901-24.5% | $134,143-69.7% | $73,488-44.6% |
| Participation rate | 42.1% | 62.8%-20.7pp | 72.2%-30.0pp | 70.7%-28.5pp |
| Annual return | 8.56% | 15.82%-7.3pp | 36.33%-27.8pp | 28.51%-19.9pp |
| Employer contribution / active EE | $485 | $1,458-66.7% | $3,704-86.9% | $2,270-78.6% |
| Participant deferral / active EE | $1,741 | $2,739-36.4% | $3,499-50.2% | $3,740-53.4% |
| Admin fee / account holder | $49 | $581-91.5% | $6,684-99.3% | $513-90.4% |