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 LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,313 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,108 | $53,516+66.5% | $126,539-29.6% | $84,808+5.1% |
| Participation rate | 97.5% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 13.52% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,692 | $1,535+10.2% | $3,674-54.0% | $2,631-35.7% |
| Participant deferral / active EE | $3,725 | $2,671+39.5% | $4,083-8.8% | $4,212-11.6% |
| Admin fee / account holder | $144 | $4,497-96.8% | $6,065-97.6% | $7,344-98.0% |