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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMS SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,362 |
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 | $29,354 | $96,484-69.6% | $156,263-81.2% | $74,304-60.5% |
| Participation rate | 85.5% | 67.7%+17.8pp | 78.9%+6.5pp | 60.3%+25.1pp |
| Annual return | 15.31% | 17.73%-2.4pp | 59.47%-44.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,176 | $2,528-13.9% | $4,333-49.8% | $2,241-2.9% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $76 | $3,728-98.0% | $14,255-99.5% | $2,969-97.5% |