Filed March 28, 2014 (most recent of 7 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 | Distribution (12b-1) fees; Recordkeep... | $205,258 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DR · RENSSELAER, NY 12144 | Consulting | $89,408 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,893 | $37,213-51.9% | $156,549-88.6% | $63,975-72.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 15.51% | 47.89%-32.4pp | 32.23%-16.7pp | 48.65%-33.1pp |
| Employer contribution / active EE | $3,173 | $1,357+133.8% | $5,501-42.3% | $2,182+45.4% |
| Participant deferral / active EE | $3,832 | $2,070+85.1% | $4,871-21.3% | $3,356+14.2% |
| Admin fee / account holder | $48 | $56-14.2% | $13,027-99.6% | $70-31.4% |