Filed March 15, 2006 (most recent of 3 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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $31,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,539 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,492 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,438 | $85,135-0.8% | $98,907-14.6% | $73,409+15.0% |
| Participation rate | 92.5% | 81.1%+11.4pp | 76.0%+16.5pp | 72.2%+20.4pp |
| Annual return | 18.92% | 19.14%-0.2pp | 196.43%-177.5pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,609 | $2,721-4.1% | $2,689-3.0% | $2,234+16.8% |
| Participant deferral / active EE | $4,497 | $4,349+3.4% | $4,244+5.9% | $3,805+18.2% |
| Admin fee / account holder | $51 | $139-63.4% | $6,642-99.2% | $158-67.7% |