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 LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $69,937 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,680 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,124 |
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 | $144,167 | $119,446+20.7% | $150,045-3.9% | $85,563+68.5% |
| Participation rate | 98.6% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.6pp |
| Annual return | 14.60% | 23.72%-9.1pp | 62.55%-48.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $3,583 | $4,078-12.2% | $4,693-23.7% | $2,654+35.0% |
| Participant deferral / active EE | $12,619 | $7,985+58.0% | $7,997+57.8% | $4,375+188.4% |
| Admin fee / account holder | $222 | $548-59.4% | $13,435-98.3% | $834-73.3% |