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 | Sales loads (front end and deferred);... | $232,107 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $55,695 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $35,500 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,536 | $164,864-26.3% | $453,369-73.2% | $93,030+30.6% |
| Participation rate | 95.3% | 84.2%+11.1pp | 78.0%+17.3pp | 73.9%+21.4pp |
| Annual return | 17.19% | 17.89%-0.7pp | 64.40%-47.2pp | 158.70%-141.5pp |
| Employer contribution / active EE | $3,855 | $3,519+9.5% | $4,070-5.3% | $2,706+42.5% |
| Participant deferral / active EE | $4,955 | $5,690-12.9% | $6,209-20.2% | $4,562+8.6% |
| Admin fee / account holder | $144 | $104+38.0% | $11,209-98.7% | $152-5.2% |