Filed August 1, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $45,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $37,177 |
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 | $61,747 | $88,890-30.5% | $102,423-39.7% | $77,643-20.5% |
| Participation rate | 86.3% | 80.9%+5.4pp | 76.5%+9.8pp | 70.6%+15.7pp |
| Annual return | 9.74% | 24.98%-15.2pp | 29.32%-19.6pp | 31.24%-21.5pp |
| Employer contribution / active EE | $1,899 | $2,698-29.6% | $3,023-37.2% | $2,726-30.3% |
| Participant deferral / active EE | $3,790 | $5,145-26.3% | $5,053-25.0% | $4,647-18.4% |
| Admin fee / account holder | $81 | $235-65.5% | $9,451-99.1% | $430-81.2% |