Filed June 28, 1994
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $218,374 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,000 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $35,000 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP LLC Service code 16 · EIN 20-8394397 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,545 | $127,218-31.2% | $392,568-77.7% | $77,787+12.5% |
| Participation rate | 87.7% | 82.0%+5.7pp | 78.1%+9.7pp | 73.2%+14.5pp |
| Annual return | 20.22% | 25.27%-5.1pp | 24.42%-4.2pp | 32.57%-12.4pp |
| Employer contribution / active EE | $2,959 | $3,064-3.4% | $3,783-21.8% | $2,504+18.2% |
| Participant deferral / active EE | $3,617 | $4,820-24.9% | $5,985-39.6% | $3,967-8.8% |
| Admin fee / account holder | $121 | $89+36.2% | $6,260-98.1% | $100+21.2% |