Filed April 30, 2014 (most recent of 2 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 LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $25,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,186 | $48,335+8.0% | $121,098-56.9% | $71,457-27.0% |
| Participation rate | 56.6% | 54.3%+2.3pp | 69.5%-12.9pp | 67.9%-11.4pp |
| Annual return | 14.83% | 23.32%-8.5pp | 985.75%-970.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,367 | $1,489-8.2% | $4,164-67.2% | $2,588-47.2% |
| Participant deferral / active EE | $2,984 | $2,754+8.3% | $4,080-26.9% | $4,289-30.4% |
| Admin fee / account holder | $351 | $1,841-80.9% | $5,644-93.8% | $1,587-77.9% |