Filed November 1, 2011
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 9-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 Service code 16 · EIN 52-2189187 | Consulting | $45,000 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,265 | $96,486+172.9% | $153,485+71.5% | $77,643+239.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 12.24% | 14.44%-2.2pp | 15.65%-3.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $20,116 | $5,224+285.1% | $5,039+299.2% | $2,726+638.0% |
| Participant deferral / active EE | $7,196 | $6,609+8.9% | $6,757+6.5% | $4,647+54.8% |
| Admin fee / account holder | $134 | $182-26.5% | $12,724-98.9% | $430-68.8% |