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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $81,174 |
MMA SECURITIES LLC3+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $52,730 |
THE LAMPO GROUP, INC.2 years 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 | Insurance services; Direct payment fr... | $7,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,628 | $93,131-37.0% | $106,548-45.0% | $86,799-32.5% |
| Participation rate | 98.5% | 81.4%+17.1pp | 76.1%+22.4pp | 72.3%+26.3pp |
| Annual return | 14.41% | 19.45%-5.0pp | 26.80%-12.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $2,401 | $2,895-17.1% | $2,819-14.8% | $2,405-0.2% |
| Participant deferral / active EE | $6,394 | $4,708+35.8% | $4,398+45.4% | $4,131+54.8% |
| Admin fee / account holder | $175 | $145+20.7% | $7,407-97.6% | $170+3.3% |