Filed March 28, 2008
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 | Distribution (12b-1) fees; Float reve... | $83,558 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $30,209 | $62,928-52.0% | $172,739-82.5% | $67,579-55.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.61% | 30.36%-8.8pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $894 | $1,636-45.4% | $5,143-82.6% | $2,148-58.4% |
| Participant deferral / active EE | $2,820 | $2,145+31.5% | $5,198-45.7% | $3,539-20.3% |
| Admin fee / account holder | $85 | $167-49.1% | $13,954-99.4% | $142-40.4% |