Filed January 24, 2012 (most recent of 2 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 8-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) | $54,275 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $40,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,155 |
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 | $61,106 | $130,141-53.0% | $86,677-29.5% | $77,904-21.6% |
| Participation rate | 89.9% | 85.9%+4.0pp | 76.6%+13.4pp | 73.7%+16.2pp |
| Annual return | 39.57% | -12.75%+52.3pp | 35.91%+3.7pp | 12.21%+27.4pp |
| Employer contribution / active EE | $2,122 | $3,220-34.1% | $2,836-25.2% | $2,848-25.5% |
| Participant deferral / active EE | $5,436 | $5,757-5.6% | $4,656+16.8% | $4,806+13.1% |
| Admin fee / account holder | $48 | $132-63.4% | $7,493-99.4% | $133-63.6% |