Filed November 25, 2008 (most recent of 5 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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $100,000 |
EMERA, INC.1 year Filed as: EMERA INC Service code 14 | Plan Administrator | $12,573 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 17.71% | 13.37%+4.3pp | 8.35%+9.4pp | 627.08%-609.4pp |
| Employer contribution / active EE | $12,963 | $19,895-34.8% | $27,010-52.0% | $18,824-31.1% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |