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 | $71,505 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,748 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,949 | $56,317+246.2% | $71,209+173.8% | $74,304+162.4% |
| Participation rate | 97.5% | 55.1%+42.3pp | 73.8%+23.7pp | 60.3%+37.1pp |
| Annual return | 16.10% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $11,458 | $2,160+430.5% | $2,721+321.1% | $2,241+411.3% |
| Participant deferral / active EE | $8,249 | $2,788+195.9% | $4,175+97.6% | $3,767+119.0% |
| Admin fee / account holder | $314 | $2,290-86.3% | $5,349-94.1% | $2,969-89.4% |