Filed December 20, 1
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 |
|---|---|---|
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,038 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,562 |
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 | $38,440 | $65,435-41.3% | $86,677-55.7% | $66,914-42.6% |
| Participation rate | 77.3% | 75.5%+1.8pp | 76.6%+0.7pp | 69.8%+7.4pp |
| Annual return | -17.78% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,762 | $2,153-18.2% | $2,836-37.9% | $2,544-30.7% |
| Participant deferral / active EE | $2,599 | $4,100-36.6% | $4,656-44.2% | $4,237-38.7% |
| Admin fee / account holder | $96 | $642-85.0% | $7,493-98.7% | $593-83.8% |