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; Distribut... | $138,115 |
NATIONAL FINANCIAL SERVICES8+ 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 | $77,099 | $98,780-21.9% | $60,874+26.7% | $77,904-1.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -15.19% | -11.56%-3.6pp | 16.90%-32.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $7,003 | $3,605+94.3% | $2,701+159.2% | $2,848+145.9% |
| Participant deferral / active EE | $11,509 | $4,200+174.0% | $3,817+201.5% | $4,806+139.5% |
| Admin fee / account holder | $46 | $89-47.8% | $3,224-98.6% | $133-65.1% |