Filed August 29, 2001 (most recent of 2 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $210,505 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP. Service code 27 · EIN 06-1685865 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,145 | $26,033-11.1% | $74,583-69.0% | $329,111-93.0% |
| Participation rate | 28.8% | 26.0%+2.8pp | 68.1%-39.3pp | 67.9%-39.1pp |
| Annual return | 9.11% | 33.64%-24.5pp | 20.47%-11.4pp | 16.35%-7.2pp |
| Employer contribution / active EE | $229 | $317-27.9% | $2,525-90.9% | $2,303-90.1% |
| Participant deferral / active EE | $687 | $825-16.8% | $3,458-80.1% | $3,682-81.4% |
| Admin fee / account holder | $38 | $62-38.5% | $4,138-99.1% | $754-94.9% |