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 | $75,537 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,483 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $16,855 |
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 | $24,594 | $106,028-76.8% | $146,958-83.3% | $77,643-68.3% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 22.73% | 56.73%-34.0pp | 418.34%-395.6pp | 31.24%-8.5pp |
| Employer contribution / active EE | $894 | $4,063-78.0% | $4,933-81.9% | $2,726-67.2% |
| Participant deferral / active EE | $4,035 | $7,990-49.5% | $8,070-50.0% | $4,647-13.2% |
| Admin fee / account holder | $125 | $337-62.9% | $12,998-99.0% | $430-70.9% |