Filed January 27, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,812 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,866 | $72,254+34.1% | $86,677+11.8% | $64,808+49.5% |
| Participation rate | 83.1% | 80.4%+2.7pp | 76.6%+6.6pp | 71.5%+11.7pp |
| Annual return | -13.98% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,689 | $2,393-29.4% | $2,836-40.5% | $2,506-32.6% |
| Participant deferral / active EE | $3,485 | $4,658-25.2% | $4,656-25.1% | $4,310-19.1% |
| Admin fee / account holder | $222 | $174+27.6% | $7,493-97.0% | $188+18.1% |