Filed November 17, 2008
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $55,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,853 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,504 | $89,588+189.7% | $136,007+90.8% | $77,671+234.1% |
| Participation rate | 91.2% | 74.3%+16.9pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 18.37% | 17.42%+1.0pp | 579.32%-560.9pp | 31.21%-12.8pp |
| Employer contribution / active EE | $7,779 | $3,491+122.8% | $4,215+84.6% | $2,726+185.3% |
| Participant deferral / active EE | $12,536 | $5,591+124.2% | $7,024+78.5% | $4,648+169.7% |
| Admin fee / account holder | $220 | $539-59.1% | $6,858-96.8% | $430-48.8% |