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 LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $27,542 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,220 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,379 | $71,516-35.1% | $98,439-52.9% | $71,457-35.1% |
| Participation rate | 96.6% | 72.7%+23.9pp | 75.2%+21.4pp | 67.9%+28.7pp |
| Annual return | 15.44% | 32.41%-17.0pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,363 | $2,399-43.2% | $3,048-55.3% | $2,588-47.3% |
| Participant deferral / active EE | $4,175 | $4,109+1.6% | $4,738-11.9% | $4,289-2.7% |
| Admin fee / account holder | $218 | $1,675-87.0% | $8,948-97.6% | $1,587-86.2% |