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 CORPORATION7 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,145 | $64,119-10.9% | $112,228-49.1% | $66,914-14.6% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.8pp |
| Annual return | -15.69% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,444 | $3,005-18.7% | $3,635-32.8% | $2,544-3.9% |
| Participant deferral / active EE | $9,486 | $3,693+156.9% | $4,728+100.6% | $4,237+123.9% |
| Admin fee / account holder | $107 | $625-82.9% | $6,410-98.3% | $593-82.0% |