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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $112,765 |
MMA SECURITIES LLC6+ years Filed as: MMA SECURITIES Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $57,051 |
THE LAMPO GROUP, INC.5 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 38 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Participant Communication | $9,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,375 | $92,055-24.6% | $106,213-34.7% | $77,643-10.6% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 12.74% | 17.91%-5.2pp | 116.14%-103.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,937 | $3,367-12.8% | $3,171-7.4% | $2,726+7.7% |
| Participant deferral / active EE | $8,204 | $5,386+52.3% | $5,016+63.6% | $4,647+76.5% |
| Admin fee / account holder | $193 | $219-11.8% | $11,033-98.2% | $430-55.1% |