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 LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,767 | $51,576+66.3% | $129,207-33.6% | $80,856+6.1% |
| Participation rate | 96.4% | 57.0%+39.4pp | 69.6%+26.8pp | 67.6%+28.7pp |
| Annual return | 11.73% | 20.81%-9.1pp | 9417.33%-9405.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,708 | $1,584+7.9% | $4,153-58.9% | $2,755-38.0% |
| Participant deferral / active EE | $3,641 | $2,669+36.4% | $4,168-12.6% | $4,296-15.2% |
| Admin fee / account holder | $106 | $4,305-97.5% | $7,715-98.6% | $6,918-98.5% |