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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,369 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,468 | $136,266-53.4% | $90,749-30.1% | $77,904-18.5% |
| Participation rate | 90.3% | 86.6%+3.6pp | 75.7%+14.6pp | 73.7%+16.6pp |
| Annual return | -16.81% | -11.32%-5.5pp | -12.16%-4.6pp | 12.21%-29.0pp |
| Employer contribution / active EE | $2,536 | $4,215-39.8% | $2,921-13.2% | $2,848-11.0% |
| Participant deferral / active EE | $4,974 | $6,353-21.7% | $4,564+9.0% | $4,806+3.5% |
| Admin fee / account holder | $44 | $399-88.9% | $8,445-99.5% | $133-66.7% |