Filed November 14, 2003
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 | $39,247 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,782 |
JAMES M MOYNA CPA PC1 year Filed as: JAMES M MOYNA, CPA, PC Service code 10 · EIN 47-2940358 | Accounting | $9,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,594 | $46,292+110.8% | $143,757-32.1% | $64,808+50.6% |
| Participation rate | 97.4% | 64.2%+33.1pp | 80.3%+17.1pp | 71.5%+25.9pp |
| Annual return | -13.96% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $2,566 | $1,910+34.4% | $4,951-48.2% | $2,506+2.4% |
| Participant deferral / active EE | $7,594 | $2,646+187.0% | $5,637+34.7% | $4,310+76.2% |
| Admin fee / account holder | $160 | $154+4.1% | $14,673-98.9% | $188-14.8% |