Filed November 15, 2013
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 LLC2 years Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $61,978 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,703 |
AMERICAN FUNDS1 year Filed as: ADVANCED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,585 |
CROSSPLANS1 year Filed as: CROSSPLANS. Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $9,125 |
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 | $69,259 | $69,159+0.1% | $125,175-44.7% | $67,579+2.5% |
| Participation rate | 86.2% | 78.2%+8.0pp | 79.8%+6.4pp | 71.3%+14.9pp |
| Annual return | 123.42% | 27.12%+96.3pp | 43.79%+79.6pp | 378.56%-255.1pp |
| Employer contribution / active EE | $1,291 | $2,023-36.2% | $3,865-66.6% | $2,148-39.9% |
| Participant deferral / active EE | $8,191 | $3,700+121.4% | $4,937+65.9% | $3,539+131.4% |
| Admin fee / account holder | $270 | $142+90.8% | $9,702-97.2% | $142+90.1% |