Filed October 21, 1996
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+ years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $30,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,138 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN JORDAN Service code 10 · EIN 63-1127982 | Accounting | $6,527 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,530 | $80,211-60.7% | $74,183-57.5% | $63,975-50.7% |
| Participation rate | 78.4% | 84.2%-5.8pp | 76.6%+1.8pp | 71.1%+7.3pp |
| Annual return | 47.92% | 14.13%+33.8pp | 17.74%+30.2pp | 48.65%-0.7pp |
| Employer contribution / active EE | $834 | $2,553-67.3% | $2,370-64.8% | $2,182-61.8% |
| Participant deferral / active EE | $2,173 | $4,370-50.3% | $3,550-38.8% | $3,356-35.3% |
| Admin fee / account holder | $60 | $67-11.0% | $5,586-98.9% | $70-15.1% |