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 | $76,152 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,581 | $79,171+52.3% | $102,423+17.7% | $74,495+61.9% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 14.20% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,342 | $2,362-0.9% | $3,023-22.5% | $2,623-10.7% |
| Participant deferral / active EE | $4,857 | $4,415+10.0% | $5,053-3.9% | $4,346+11.8% |
| Admin fee / account holder | $272 | $2,001-86.4% | $9,451-97.1% | $1,942-86.0% |