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 LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $73,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,694 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,432 | $106,028+22.1% | $146,958-11.9% | $77,643+66.7% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 14.40% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,317 | $4,063-18.3% | $4,933-32.7% | $2,726+21.7% |
| Participant deferral / active EE | $11,687 | $7,990+46.3% | $8,070+44.8% | $4,647+151.5% |
| Admin fee / account holder | $202 | $337-40.2% | $12,998-98.4% | $430-53.1% |