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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,918 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,973 | $51,197+140.2% | $82,719+48.7% | $66,914+83.8% |
| Participation rate | 95.0% | 67.8%+27.2pp | 72.6%+22.5pp | 69.8%+25.2pp |
| Annual return | -16.80% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $10,227 | $2,611+291.7% | $3,009+239.9% | $2,544+302.0% |
| Participant deferral / active EE | $7,269 | $3,458+110.2% | $4,395+65.4% | $4,237+71.6% |
| Admin fee / account holder | $233 | $416-43.9% | $5,329-95.6% | $593-60.7% |