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 | Recordkeeping and information managem... | $115,268 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,624 | $92,091-51.5% | $62,995-29.2% | $77,958-42.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 34.16% | 16.23%+17.9pp | 87.57%-53.4pp | 20.87%+13.3pp |
| Employer contribution / active EE | $2,798 | $3,424-18.3% | $2,759+1.4% | $2,310+21.1% |
| Participant deferral / active EE | $4,739 | $3,361+41.0% | $3,329+42.3% | $3,537+34.0% |
| Admin fee / account holder | $30 | $48-36.7% | $3,600-99.2% | $97-68.8% |