Filed November 1, 2010 (most recent of 2 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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $48,721 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $80,300 | $85,199-5.8% | $57,179+40.4% | $63,975+25.5% |
| Participation rate | 91.8% | 74.0%+17.8pp | 75.3%+16.4pp | 71.1%+20.7pp |
| Annual return | 9.53% | 10.43%-0.9pp | 14.59%-5.1pp | 48.65%-39.1pp |
| Employer contribution / active EE | $2,393 | $3,446-30.6% | $2,682-10.8% | $2,182+9.7% |
| Participant deferral / active EE | $6,293 | $3,109+102.4% | $3,096+103.3% | $3,356+87.5% |
| Admin fee / account holder | $32 | $39-16.9% | $3,139-99.0% | $70-54.4% |