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 |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $30,567 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,809 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,935 | $79,428-47.2% | $106,548-60.6% | $79,386-47.2% |
| Participation rate | 95.5% | 74.1%+21.4pp | 76.1%+19.3pp | 70.7%+24.8pp |
| Annual return | 12.77% | 18.27%-5.5pp | 26.80%-14.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $984 | $2,234-56.0% | $2,819-65.1% | $2,427-59.5% |
| Participant deferral / active EE | $3,049 | $3,823-20.2% | $4,398-30.7% | $4,046-24.6% |
| Admin fee / account holder | $239 | $523-54.3% | $7,407-96.8% | $626-61.8% |