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 | Sales loads (front end and deferred);... | $131,756 |
NATIONAL FINANCIAL SERVICES5+ 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 | $85,290 | $204,517-58.3% | $69,455+22.8% | $77,787+9.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 20.57% | 22.10%-1.5pp | 28.97%-8.4pp | 32.57%-12.0pp |
| Employer contribution / active EE | $3,700 | $3,548+4.3% | $2,779+33.1% | $2,504+47.7% |
| Participant deferral / active EE | $5,976 | $3,478+71.8% | $3,535+69.0% | $3,967+50.6% |
| Admin fee / account holder | $55 | $101-45.3% | $3,839-98.6% | $100-45.1% |