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 CORPORATION8 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,337 | $76,670+0.9% | $96,683-20.0% | $71,457+8.2% |
| Participation rate | 96.7% | 66.6%+30.1pp | 74.3%+22.4pp | 67.9%+28.8pp |
| Annual return | 16.09% | 48.29%-32.2pp | 35.69%-19.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $4,000 | $3,031+31.9% | $3,737+7.0% | $2,588+54.6% |
| Participant deferral / active EE | $9,367 | $3,771+148.4% | $4,878+92.0% | $4,289+118.4% |
| Admin fee / account holder | $133 | $2,028-93.4% | $6,730-98.0% | $1,587-91.6% |