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 LLC3+ years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $16,315 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,581 |
MMA SECURITIES LLC2 years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $5,501 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $60,864 | $65,592-7.2% | $90,160-32.5% | $69,631-12.6% |
| Participation rate | 92.4% | 77.6%+14.8pp | 76.9%+15.5pp | 70.7%+21.7pp |
| Annual return | 17.69% | 57.10%-39.4pp | 34.88%-17.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,863 | $2,193-15.0% | $3,318-43.8% | $2,032-8.3% |
| Participant deferral / active EE | $2,746 | $5,257-47.8% | $5,288-48.1% | $3,224-14.8% |
| Admin fee / account holder | $16 | $86-80.8% | $5,943-99.7% | $110-85.1% |