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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $95,617 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $51,384 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 38 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Participant Communication | $13,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,526 | $81,908-37.1% | $90,749-43.2% | $64,808-20.5% |
| Participation rate | 98.5% | 80.5%+18.0pp | 75.7%+22.8pp | 71.5%+27.0pp |
| Annual return | -9.34% | -12.53%+3.2pp | -12.16%+2.8pp | 32.82%-42.2pp |
| Employer contribution / active EE | $2,507 | $3,065-18.2% | $2,921-14.2% | $2,5060% |
| Participant deferral / active EE | $6,799 | $4,840+40.5% | $4,564+49.0% | $4,310+57.7% |
| Admin fee / account holder | $174 | $157+10.6% | $8,445-97.9% | $188-7.4% |