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 | $56,480 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,833 | $81,908-25.7% | $90,749-33.0% | $64,808-6.1% |
| Participation rate | 98.7% | 80.5%+18.2pp | 75.7%+23.0pp | 71.5%+27.3pp |
| Annual return | -13.15% | -12.53%-0.6pp | -12.16%-1.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $7,896 | $3,065+157.6% | $2,921+170.3% | $2,506+215.1% |
| Participant deferral / active EE | $4,340 | $4,840-10.3% | $4,564-4.9% | $4,310+0.7% |
| Admin fee / account holder | $166 | $157+5.4% | $8,445-98.0% | $188-11.8% |