Filed April 3, 2020 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $95,574 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $55,890 |
Filed as: THE GUARDIAN LIFE INSURANCE COMPANY Service code 23 PO BOX 26125 · LEHIGH VALLEY, PA 180026125 | Insurance services; Direct payment fr... | $7,901 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,303 | $74,347-36.4% | $93,606-49.5% | $67,579-30.0% |
| Participation rate | 98.8% | 80.6%+18.2pp | 75.8%+23.0pp | 71.3%+27.5pp |
| Annual return | 21.27% | 28.07%-6.8pp | 32.76%-11.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,427 | $2,583-6.0% | $2,718-10.7% | $2,148+13.0% |
| Participant deferral / active EE | $6,234 | $4,060+53.5% | $4,069+53.2% | $3,539+76.1% |
| Admin fee / account holder | $200 | $123+62.8% | $7,888-97.5% | $142+40.4% |