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 | $74,961 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,388 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,368 | $98,727+22.9% | $113,168+7.2% | $85,563+41.8% |
| Participation rate | 82.7% | 80.8%+1.9pp | 76.6%+6.2pp | 66.0%+16.8pp |
| Annual return | 21.26% | 17.43%+3.8pp | 24.27%-3.0pp | 31.51%-10.3pp |
| Employer contribution / active EE | $2,232 | $2,907-23.2% | $2,975-25.0% | $2,654-15.9% |
| Participant deferral / active EE | $4,650 | $5,424-14.3% | $5,107-8.9% | $4,375+6.3% |
| Admin fee / account holder | $231 | $357-35.3% | $12,068-98.1% | $834-72.4% |