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 LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $41,201 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,412 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $434 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,649 | $112,623-31.1% | $106,213-26.9% | $199,593-61.1% |
| Participation rate | 96.7% | 86.2%+10.5pp | 75.3%+21.5pp | 72.0%+24.8pp |
| Annual return | -0.20% | 15.57%-15.8pp | 116.14%-116.3pp | 34.25%-34.5pp |
| Employer contribution / active EE | $3,257 | $4,575-28.8% | $3,171+2.7% | $3,034+7.3% |
| Participant deferral / active EE | $5,866 | $6,659-11.9% | $5,016+16.9% | $5,087+15.3% |
| Admin fee / account holder | $46 | $107-56.8% | $11,033-99.6% | $269-82.8% |