Filed July 1, 2010 (most recent of 3 filings on file)
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 LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $65,000 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $61,550 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,160 | $129,021+293.9% | $184,203+175.9% | $77,643+554.5% |
| Participation rate | 99.1% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 16.10% | 33.27%-17.2pp | 28.81%-12.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $10,296 | $4,413+133.3% | $6,427+60.2% | $2,726+277.7% |
| Participant deferral / active EE | $21,717 | $7,297+197.6% | $9,131+137.8% | $4,647+367.3% |
| Admin fee / account holder | $156 | $254-38.4% | $13,901-98.9% | $430-63.7% |