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 | $55,635 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,923 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,214 | $95,274-75.6% | $135,903-82.9% | $74,419-68.8% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 23.40% | 32.77%-9.4pp | 68.23%-44.8pp | 34.38%-11.0pp |
| Employer contribution / active EE | $930 | $3,874-76.0% | $4,856-80.8% | $2,637-64.7% |
| Participant deferral / active EE | $4,207 | $7,782-45.9% | $7,758-45.8% | $4,528-7.1% |
| Admin fee / account holder | $117 | $266-56.0% | $10,762-98.9% | $348-66.3% |