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 LLC4+ years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,289 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,357 |
MMA SECURITIES LLC3 years Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $3,100 |
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 | $56,723 | $62,543-9.3% | $83,333-31.9% | $55,725+1.8% |
| Participation rate | 95.1% | 78.4%+16.7pp | 77.8%+17.3pp | 70.9%+24.2pp |
| Annual return | -5.80% | 14.85%-20.6pp | 10.63%-16.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,968 | $2,427-18.9% | $3,379-41.8% | $2,078-5.3% |
| Participant deferral / active EE | $2,979 | $5,682-47.6% | $5,565-46.5% | $3,356-11.2% |
| Admin fee / account holder | $18 | $103-82.8% | $7,510-99.8% | $115-84.6% |