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 | $48,640 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,788 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $11,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,030 | $50,982+117.8% | $154,803-28.3% | $85,563+29.8% |
| Participation rate | 98.2% | 59.8%+38.4pp | 78.1%+20.1pp | 66.0%+32.2pp |
| Annual return | 15.63% | 30.35%-14.7pp | 58.88%-43.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $4,562 | $1,708+167.0% | $4,305+5.9% | $2,654+71.9% |
| Participant deferral / active EE | $8,523 | $2,474+244.5% | $5,540+53.8% | $4,375+94.8% |
| Admin fee / account holder | $152 | $846-82.0% | $14,329-98.9% | $834-81.7% |