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; Sales loads (f... | $186,028 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $97,902 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $38,000 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,026 | $136,853-28.4% | $130,231-24.7% | $80,160+22.3% |
| Participation rate | 96.6% | 81.6%+14.9pp | 76.3%+20.3pp | 72.9%+23.7pp |
| Annual return | 15.52% | 22.66%-7.1pp | 38.77%-23.2pp | 40.38%-24.9pp |
| Employer contribution / active EE | $4,072 | $3,395+19.9% | $4,126-1.3% | $2,978+36.7% |
| Participant deferral / active EE | $5,304 | $5,856-9.4% | $6,799-22.0% | $5,017+5.7% |
| Admin fee / account holder | $130 | $184-29.6% | $6,020-97.8% | $145-10.6% |