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 LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $30,888 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,980 |
ADP BROKER-DEALER2 years 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 | $48,292 | $78,485-38.5% | $106,213-54.5% | $74,495-35.2% |
| Participation rate | 97.0% | 72.8%+24.1pp | 75.3%+21.7pp | 67.2%+29.8pp |
| Annual return | 12.06% | 15.95%-3.9pp | 116.14%-104.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,127 | $2,523-55.3% | $3,171-64.5% | $2,623-57.0% |
| Participant deferral / active EE | $3,913 | $4,322-9.5% | $5,016-22.0% | $4,346-10.0% |
| Admin fee / account holder | $231 | $2,232-89.6% | $11,033-97.9% | $1,942-88.1% |