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 | Shareholder servicing fees; Investmen... | $131,743 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $65,889 | $87,173-24.4% | $59,878+10.0% | $75,289-12.5% |
| Participation rate | 90.3% | 74.5%+15.8pp | 74.7%+15.6pp | 72.4%+17.9pp |
| Annual return | -4.45% | -2.14%-2.3pp | 3.46%-7.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,897 | $3,473-16.6% | $2,722+6.4% | $2,405+20.5% |
| Participant deferral / active EE | $4,693 | $3,379+38.9% | $3,402+38.0% | $3,739+25.5% |
| Admin fee / account holder | $53 | $75-29.3% | $3,590-98.5% | $102-48.3% |