Filed February 15, 2008 (most recent of 5 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 |
|---|---|---|
FIRST NATIONAL CORPORATION3 years Service code 16 · EIN 04-2541452 | Consulting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,769 |
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 | $31,782 | $55,449-42.7% | $83,848-62.1% | $56,287-43.5% |
| Participation rate | 95.2% | 68.0%+27.2pp | 76.1%+19.0pp | 69.9%+25.3pp |
| Annual return | -5.87% | -1.38%-4.5pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $893 | $2,430-63.2% | $3,631-75.4% | $2,111-57.7% |
| Participant deferral / active EE | $4,611 | $2,935+57.1% | $4,082+13.0% | $3,350+37.6% |
| Admin fee / account holder | $73 | $656-88.9% | $5,478-98.7% | $521-86.0% |