Filed July 20, 2006
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,460 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,132 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,676 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,099 | $70,908-46.3% | $98,907-61.5% | $73,488-48.2% |
| Participation rate | 96.4% | 73.8%+22.6pp | 76.0%+20.3pp | 70.7%+25.7pp |
| Annual return | 12.88% | 34.17%-21.3pp | 196.43%-183.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $889 | $2,036-56.4% | $2,689-67.0% | $2,270-60.9% |
| Participant deferral / active EE | $2,853 | $3,500-18.5% | $4,244-32.8% | $3,740-23.7% |
| Admin fee / account holder | $273 | $535-49.0% | $6,642-95.9% | $513-46.8% |