Filed September 27, 1992
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 LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $9,125 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $8,955 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,770 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,902 | $54,573+13.4% | $90,951-31.9% | $73,488-15.8% |
| Participation rate | 74.2% | 61.2%+13.0pp | 69.0%+5.2pp | 70.7%+3.5pp |
| Annual return | 14.16% | 16.69%-2.5pp | 134.60%-120.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,542 | $991+156.4% | $2,122+19.8% | $2,270+12.0% |
| Participant deferral / active EE | $3,858 | $2,517+53.3% | $3,373+14.4% | $3,740+3.2% |
| Admin fee / account holder | $158 | $521-69.8% | $5,959-97.4% | $513-69.3% |