Filed June 3, 2019 (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 LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,251 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,108 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,520 | $95,274+26.5% | $135,903-11.3% | $74,419+61.9% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 22.04% | 32.77%-10.7pp | 68.23%-46.2pp | 34.38%-12.3pp |
| Employer contribution / active EE | $5,750 | $3,874+48.4% | $4,856+18.4% | $2,637+118.0% |
| Participant deferral / active EE | $11,055 | $7,782+42.1% | $7,758+42.5% | $4,528+144.1% |
| Admin fee / account holder | $204 | $266-23.2% | $10,762-98.1% | $348-41.2% |