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 | $72,545 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,038 | $76,050+36.8% | $96,544+7.8% | $71,457+45.6% |
| Participation rate | 92.6% | 74.4%+18.2pp | 76.0%+16.6pp | 67.9%+24.7pp |
| Annual return | 15.88% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,104 | $2,244-6.2% | $2,965-29.0% | $2,588-18.7% |
| Participant deferral / active EE | $4,194 | $4,215-0.5% | $4,851-13.5% | $4,289-2.2% |
| Admin fee / account holder | $243 | $2,707-91.0% | $8,252-97.1% | $1,587-84.7% |