Filed January 3, 2012
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 LLC1 year Filed as: MARSH INSURANCE AND INVESTMENTS Service code 53 | Insurance Commissions | $20,833 |
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $10,190 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,523 |
AMERICAN CENTURY2 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 | Indirect Investment Fees | $0 |
MMA SECURITIES LLC4+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE RPICE Service code 52 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,258 | $35,485+36.0% | $74,550-35.3% | $55,725-13.4% |
| Participation rate | 93.6% | 62.5%+31.1pp | 69.1%+24.5pp | 70.9%+22.8pp |
| Annual return | -0.19% | 0.72%-0.9pp | 32.53%-32.7pp | 244.93%-245.1pp |
| Employer contribution / active EE | $2,895 | $777+272.5% | $1,961+47.7% | $2,078+39.3% |
| Participant deferral / active EE | $5,455 | $2,181+150.1% | $3,108+75.5% | $3,356+62.6% |
| Admin fee / account holder | $81 | $114-29.2% | $5,060-98.4% | $115-29.7% |