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 | $51,571 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,747 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,203 | $58,264+152.7% | $86,612+70.0% | $71,457+106.0% |
| Participation rate | 95.7% | 65.0%+30.7pp | 71.7%+24.0pp | 67.9%+27.7pp |
| Annual return | 19.99% | 21.63%-1.6pp | 591.07%-571.1pp | 28.85%-8.9pp |
| Employer contribution / active EE | $10,684 | $2,574+315.1% | $3,022+253.5% | $2,588+312.9% |
| Participant deferral / active EE | $7,596 | $3,436+121.1% | $4,438+71.2% | $4,289+77.1% |
| Admin fee / account holder | $243 | $1,057-77.0% | $5,614-95.7% | $1,587-84.7% |