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 LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $61,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,294 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,557 |
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 | $77,425 | $98,727-21.6% | $113,168-31.6% | $85,563-9.5% |
| Participation rate | 95.9% | 80.8%+15.1pp | 76.6%+19.4pp | 66.0%+30.0pp |
| Annual return | 15.59% | 17.43%-1.8pp | 24.27%-8.7pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,727 | $2,907-6.2% | $2,975-8.3% | $2,654+2.8% |
| Participant deferral / active EE | $7,596 | $5,424+40.0% | $5,107+48.7% | $4,375+73.6% |
| Admin fee / account holder | $81 | $357-77.4% | $12,068-99.3% | $834-90.3% |