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; Claims pr... | $171,797 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,931 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $36,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $90,195 | $140,190-35.7% | $115,756-22.1% | $77,904+15.8% |
| Participation rate | 97.7% | 81.0%+16.7pp | 77.1%+20.6pp | 73.7%+24.0pp |
| Annual return | -17.53% | -13.46%-4.1pp | 143.14%-160.7pp | 12.21%-29.7pp |
| Employer contribution / active EE | $3,775 | $3,169+19.1% | $3,793-0.5% | $2,848+32.6% |
| Participant deferral / active EE | $5,100 | $5,401-5.6% | $6,254-18.4% | $4,806+6.1% |
| Admin fee / account holder | $119 | $138-14.0% | $8,124-98.5% | $133-10.2% |