Filed January 11, 1995
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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $15,627 |
MMA SECURITIES LLC1 year Filed as: MMS SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,952 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,146 | $88,087-63.5% | $164,866-80.5% | $74,546-56.9% |
| Participation rate | 87.2% | 73.1%+14.1pp | 78.6%+8.5pp | 67.2%+19.9pp |
| Annual return | 10.03% | 17.27%-7.2pp | 69.97%-59.9pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $2,664 | $2,595+2.7% | $4,343-38.6% | $2,624+1.5% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $221 | $2,232-90.1% | $12,689-98.3% | $1,944-88.6% |