Filed May 21, 2008
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 10-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $167,183 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $50,000 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,265 | $54,392+34.7% | $84,750-13.6% | $63,975+14.5% |
| Participation rate | 43.8% | 76.9%-33.1pp | 76.6%-32.8pp | 71.1%-27.3pp |
| Annual return | 6.97% | 611.38%-604.4pp | 22.78%-15.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $853 | $2,943-71.0% | $3,574-76.1% | $2,182-60.9% |
| Participant deferral / active EE | $2,264 | $2,593-12.7% | $3,712-39.0% | $3,356-32.6% |
| Admin fee / account holder | $208 | $136+53.0% | $5,332-96.1% | $70+195.0% |