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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $44,805 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,283 |
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 | $70,188 | $104,631-32.9% | $98,439-28.7% | $80,160-12.4% |
| Participation rate | 93.8% | 87.5%+6.3pp | 75.2%+18.6pp | 72.9%+20.9pp |
| Annual return | 19.03% | 34.72%-15.7pp | 21.16%-2.1pp | 40.38%-21.4pp |
| Employer contribution / active EE | $2,723 | $4,517-39.7% | $3,048-10.7% | $2,978-8.5% |
| Participant deferral / active EE | $5,463 | $6,545-16.5% | $4,738+15.3% | $5,017+8.9% |
| Admin fee / account holder | $38 | $105-64.0% | $8,948-99.6% | $145-74.0% |