Filed February 29, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,345 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,965 | $81,908-9.7% | $90,749-18.5% | $64,808+14.1% |
| Participation rate | 80.9% | 80.5%+0.4pp | 75.7%+5.2pp | 71.5%+9.4pp |
| Annual return | -14.27% | -12.53%-1.7pp | -12.16%-2.1pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,517 | $3,065+14.7% | $2,921+20.4% | $2,506+40.4% |
| Participant deferral / active EE | $3,478 | $4,840-28.1% | $4,564-23.8% | $4,310-19.3% |
| Admin fee / account holder | $180 | $157+14.6% | $8,445-97.9% | $188-4.1% |