Filed December 3, 2005
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 9-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 LLC1 year Service code 26 · EIN 22-3570392 | Advisory (Participants) | $22,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,932 | $66,124+82.9% | $90,404+33.8% | $73,488+64.6% |
| Participation rate | 97.3% | 69.7%+27.6pp | 72.7%+24.6pp | 70.7%+26.6pp |
| Annual return | 31.47% | 17.65%+13.8pp | 1293.02%-1261.6pp | 28.51%+3.0pp |
| Employer contribution / active EE | $10,105 | $2,346+330.6% | $3,262+209.8% | $2,270+345.1% |
| Participant deferral / active EE | $5,918 | $3,039+94.7% | $3,963+49.3% | $3,740+58.3% |
| Admin fee / account holder | $243 | $396-38.7% | $5,611-95.7% | $513-52.7% |