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) | $19,629 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,759 |
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 | $41,321 | $99,078-58.3% | $96,544-57.2% | $74,419-44.5% |
| Participation rate | 78.7% | 80.7%-1.9pp | 76.0%+2.8pp | 70.7%+8.0pp |
| Annual return | 18.87% | 22.48%-3.6pp | 25.84%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,750 | $2,570-31.9% | $2,965-41.0% | $2,637-33.7% |
| Participant deferral / active EE | $2,612 | $4,933-47.1% | $4,851-46.2% | $4,528-42.3% |
| Admin fee / account holder | $60 | $225-73.3% | $8,252-99.3% | $348-82.7% |