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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,440 |
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 | $66,845 | $110,299-39.4% | $102,423-34.7% | $199,593-66.5% |
| Participation rate | 96.0% | 86.3%+9.7pp | 76.5%+19.5pp | 72.0%+24.0pp |
| Annual return | 12.63% | 35.73%-23.1pp | 29.32%-16.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $2,612 | $3,603-27.5% | $3,023-13.6% | $3,034-13.9% |
| Participant deferral / active EE | $7,087 | $6,376+11.2% | $5,053+40.3% | $5,087+39.3% |
| Admin fee / account holder | $18 | $122-85.6% | $9,451-99.8% | $269-93.5% |