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 | $37,985 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,668 |
JAMES M MOYNA CPA PC1 year Filed as: JAMES M MOYNA,CPA,PC Service code 10 · EIN 47-2940358 | Accounting | $9,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,857 | $47,126+116.1% | $149,673-31.9% | $74,419+36.9% |
| Participation rate | 95.5% | 63.4%+32.1pp | 78.8%+16.7pp | 70.7%+24.7pp |
| Annual return | 13.55% | 22.75%-9.2pp | 134.42%-120.9pp | 34.38%-20.8pp |
| Employer contribution / active EE | $2,622 | $1,905+37.6% | $4,818-45.6% | $2,637-0.6% |
| Participant deferral / active EE | $7,560 | $2,728+177.1% | $5,680+33.1% | $4,528+67.0% |
| Admin fee / account holder | $150 | $343-56.4% | $13,210-98.9% | $348-57.0% |