Filed April 9, 2007
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 year Filed as: MMA SEURITIES LLC Service code 26 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $19,264 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $17,678 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,073 | $76,670-8.6% | $96,683-27.5% | $71,457-1.9% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 17.22% | 48.29%-31.1pp | 35.69%-18.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,753 | $3,031+23.8% | $3,737+0.4% | $2,588+45.0% |
| Participant deferral / active EE | $7,529 | $3,771+99.6% | $4,878+54.3% | $4,289+75.5% |
| Admin fee / account holder | $218 | $2,028-89.3% | $6,730-96.8% | $1,587-86.3% |