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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,180 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,016 |
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 | $89,544 | $114,195-21.6% | $106,548-16.0% | $93,030-3.7% |
| Participation rate | 84.8% | 86.4%-1.6pp | 76.1%+8.7pp | 73.9%+10.9pp |
| Annual return | 14.76% | 22.18%-7.4pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,379 | $4,009-40.7% | $2,819-15.6% | $2,706-12.1% |
| Participant deferral / active EE | $4,308 | $5,908-27.1% | $4,398-2.0% | $4,562-5.6% |
| Admin fee / account holder | $45 | $105-57.1% | $7,407-99.4% | $152-70.4% |