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 | Claims processing; Direct payment fro... | $120,513 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,139 | $83,884-8.0% | $64,056+20.4% | $74,419+3.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 17.86% | 16.57%+1.3pp | 33.69%-15.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $8,782 | $3,084+184.8% | $2,747+219.8% | $2,637+233.0% |
| Participant deferral / active EE | $13,635 | $3,692+269.3% | $3,880+251.4% | $4,528+201.1% |
| Admin fee / account holder | $35 | $196-82.1% | $3,068-98.9% | $348-89.9% |