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 | Finders' fees / placement fees; Sales... | $137,704 |
NATIONAL FINANCIAL SERVICES6+ 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 | $95,520 | $105,581-9.5% | $70,449+35.6% | $90,288+5.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 15.09% | 14.78%+0.3pp | 109.03%-93.9pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,698 | $3,304+11.9% | $2,737+35.1% | $2,524+46.5% |
| Participant deferral / active EE | $6,024 | $3,813+58.0% | $3,709+62.4% | $4,232+42.3% |
| Admin fee / account holder | $55 | $68-18.6% | $3,845-98.6% | $114-51.8% |