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 LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $23,483 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,566 |
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 | $53,670 | $52,406+2.4% | $129,207-58.5% | $74,495-28.0% |
| Participation rate | 38.3% | 53.8%-15.5pp | 69.6%-31.3pp | 67.2%-28.9pp |
| Annual return | 13.52% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $927 | $1,531-39.5% | $4,153-77.7% | $2,623-64.7% |
| Participant deferral / active EE | $1,999 | $2,794-28.5% | $4,168-52.0% | $4,346-54.0% |
| Admin fee / account holder | $372 | $2,633-85.9% | $7,715-95.2% | $1,942-80.8% |