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);... | $198,343 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $78,631 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $41,500 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,738 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,507 | $148,970-29.2% | $136,007-22.4% | $199,593-47.1% |
| Participation rate | 89.7% | 79.4%+10.3pp | 76.5%+13.2pp | 72.0%+17.7pp |
| Annual return | 13.04% | 27.07%-14.0pp | 579.32%-566.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $4,101 | $3,561+15.2% | $4,217-2.7% | $3,034+35.2% |
| Participant deferral / active EE | $5,117 | $6,140-16.7% | $7,025-27.2% | $5,087+0.6% |
| Admin fee / account holder | $130 | $144-9.7% | $6,858-98.1% | $269-51.7% |