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 | Shareholder servicing fees; Finders' ... | $228,409 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $72,100 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $35,500 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,967 | $82,093+35.2% | $379,746-70.8% | $73,409+51.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 11.18% | 18.89%-7.7pp | 34.90%-23.7pp | 59.29%-48.1pp |
| Employer contribution / active EE | $4,277 | $2,847+50.3% | $3,540+20.8% | $2,234+91.5% |
| Participant deferral / active EE | $6,480 | $4,697+37.9% | $6,024+7.6% | $3,805+70.3% |
| Admin fee / account holder | $156 | $128+22.5% | $7,927-98.0% | $158-1.0% |