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 | $41,656 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,780 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,640 | $50,815+100.0% | $155,509-34.6% | $77,643+30.9% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 11.57% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,919 | $1,993+96.7% | $4,672-16.1% | $2,726+43.8% |
| Participant deferral / active EE | $7,447 | $2,822+163.9% | $5,626+32.4% | $4,647+60.3% |
| Admin fee / account holder | $146 | $437-66.5% | $15,912-99.1% | $430-66.0% |