Filed August 1, 2006
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) | $80,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $78,144 |
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 | $68,927 | $72,994-5.6% | $120,354-42.7% | $77,643-11.2% |
| Participation rate | 87.7% | 55.2%+32.4pp | 71.9%+15.8pp | 70.6%+17.1pp |
| Annual return | 11.29% | 18.23%-6.9pp | 107.15%-95.9pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,486 | $1,793+94.4% | $3,463+0.7% | $2,726+27.9% |
| Participant deferral / active EE | $4,108 | $3,011+36.4% | $4,991-17.7% | $4,647-11.6% |
| Admin fee / account holder | $265 | $658-59.7% | $9,423-97.2% | $430-38.5% |