Filed January 25, 2002
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,196 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,619 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,105 | $93,131-34.4% | $106,548-42.7% | $86,799-29.6% |
| Participation rate | 98.7% | 81.4%+17.3pp | 76.1%+22.6pp | 72.3%+26.4pp |
| Annual return | 11.90% | 19.45%-7.6pp | 26.80%-14.9pp | 97.91%-86.0pp |
| Employer contribution / active EE | $4,474 | $2,895+54.5% | $2,819+58.7% | $2,405+86.0% |
| Participant deferral / active EE | $3,765 | $4,708-20.0% | $4,398-14.4% | $4,131-8.8% |
| Admin fee / account holder | $160 | $145+10.2% | $7,407-97.8% | $170-5.7% |