Filed December 2, 2011
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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $16,322 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,743 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,500 | $55,182-12.1% | $73,307-33.8% | $55,191-12.1% |
| Participation rate | 91.5% | 73.9%+17.5pp | 74.9%+16.6pp | 69.2%+22.3pp |
| Annual return | 2.13% | 8.55%-6.4pp | 5.67%-3.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,789 | $1,935-7.5% | $3,237-44.7% | $1,899-5.8% |
| Participant deferral / active EE | $2,614 | $4,641-43.7% | $4,991-47.6% | $3,046-14.2% |
| Admin fee / account holder | $16 | $68-76.5% | $5,637-99.7% | $91-82.3% |