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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $101,535 |
MMA SECURITIES LLC2+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $54,233 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 38 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Participant Communication | $13,050 |
Filed as: THE GUARDIAN LIFE INSURANCE COMPANY Service code 23 PO BOX 26125 · LEHIGH VALLEY, PA 180026125 | Direct payment from the plan; Insuran... | $7,901 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,975 | $85,135-31.9% | $98,907-41.4% | $73,409-21.0% |
| Participation rate | 98.6% | 81.1%+17.5pp | 76.0%+22.6pp | 72.2%+26.5pp |
| Annual return | 11.98% | 19.14%-7.2pp | 196.43%-184.4pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,539 | $2,721-6.7% | $2,689-5.6% | $2,234+13.7% |
| Participant deferral / active EE | $6,611 | $4,349+52.0% | $4,244+55.8% | $3,805+73.7% |
| Admin fee / account holder | $232 | $139+66.8% | $6,642-96.5% | $158+47.1% |