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; Recordkee... | $176,002 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,391 | $120,057-15.5% | $75,696+33.9% | $93,030+9.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 14.29% | 19.62%-5.3pp | 104.53%-90.2pp | 158.70%-144.4pp |
| Employer contribution / active EE | $3,765 | $3,253+15.7% | $2,743+37.3% | $2,706+39.1% |
| Participant deferral / active EE | $6,324 | $4,089+54.7% | $3,821+65.5% | $4,562+38.6% |
| Admin fee / account holder | $65 | $81-19.7% | $3,619-98.2% | $152-56.9% |