Filed September 20, 2013
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,694 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $10,982 |
Service code 49 · EIN 74-2794194 | Other Services | $9,968 |
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 | $44,450 | $99,957-55.5% | $149,696-70.3% | $73,488-39.5% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.3pp | 70.7%+27.0pp |
| Annual return | 16.35% | 53.87%-37.5pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,803 | $3,191-43.5% | $4,644-61.2% | $2,270-20.6% |
| Participant deferral / active EE | $8,324 | $6,073+37.1% | $6,842+21.7% | $3,740+122.6% |
| Admin fee / account holder | $233 | $551-57.7% | $9,309-97.5% | $513-54.6% |