Filed January 17, 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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 100362707 | Advisory (Plan) | $13,941 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,132 | $49,173+65.0% | $121,098-33.0% | $75,163+7.9% |
| Participation rate | 96.4% | 55.4%+41.0pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 67.11% | 55.99%+11.1pp | 985.75%-918.6pp | 160.62%-93.5pp |
| Employer contribution / active EE | $1,471 | $1,546-4.8% | $4,164-64.7% | $2,670-44.9% |
| Participant deferral / active EE | $3,037 | $2,628+15.6% | $4,080-25.5% | $4,125-26.4% |
| Admin fee / account holder | $79 | $3,942-98.0% | $5,644-98.6% | $5,651-98.6% |