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 | $95,744 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 10 · EIN 52-2189187 | Accounting | $15,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,672 | $92,055+17.0% | $106,213+1.4% | $77,643+38.7% |
| Participation rate | 99.0% | 81.0%+18.0pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 13.11% | 17.91%-4.8pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $6,088 | $3,367+80.8% | $3,171+92.0% | $2,726+123.3% |
| Participant deferral / active EE | $6,202 | $5,386+15.2% | $5,016+23.6% | $4,647+33.5% |
| Admin fee / account holder | $115 | $219-47.4% | $11,033-99.0% | $430-73.3% |