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) | $24,101 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,423 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,560 | $88,890-49.9% | $102,423-56.5% | $77,643-42.6% |
| Participation rate | 75.3% | 80.9%-5.6pp | 76.5%-1.2pp | 70.6%+4.7pp |
| Annual return | 15.92% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,852 | $2,698-31.3% | $3,023-38.7% | $2,726-32.0% |
| Participant deferral / active EE | $2,558 | $5,145-50.3% | $5,053-49.4% | $4,647-44.9% |
| Admin fee / account holder | $78 | $235-66.8% | $9,451-99.2% | $430-81.9% |