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 LLC6 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $32,097 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,297 |
ADP BROKER-DEALER3 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 | $53,879 | $84,556-36.3% | $116,228-53.6% | $74,304-27.5% |
| Participation rate | 97.8% | 66.0%+31.7pp | 74.6%+23.2pp | 60.3%+37.4pp |
| Annual return | 15.13% | 18.35%-3.2pp | 90.06%-74.9pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,110 | $2,168-48.8% | $2,994-62.9% | $2,241-50.5% |
| Participant deferral / active EE | $3,991 | $3,814+4.6% | $4,953-19.4% | $3,767+5.9% |
| Admin fee / account holder | $238 | $3,792-93.7% | $11,989-98.0% | $2,969-92.0% |