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 LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,514 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,653 | $72,607-46.8% | $90,749-57.4% | $66,914-42.2% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -14.55% | -12.28%-2.3pp | -12.16%-2.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,228 | $2,369-48.1% | $2,921-57.9% | $2,544-51.7% |
| Participant deferral / active EE | $3,687 | $3,977-7.3% | $4,564-19.2% | $4,237-13.0% |
| Admin fee / account holder | $223 | $707-68.5% | $8,445-97.4% | $593-62.4% |