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 | Sales loads (front end and deferred);... | $315,054 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DR · RENSSELAER, NY 12144 | Consulting | $134,589 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $23,043 | $44,989-48.8% | $170,442-86.5% | $77,958-70.4% |
| Participation rate | 95.1% | 64.6%+30.5pp | 83.6%+11.5pp | 71.6%+23.4pp |
| Annual return | 20.41% | 19.61%+0.8pp | 205.93%-185.5pp | 20.87%-0.5pp |
| Employer contribution / active EE | $2,934 | $1,466+100.1% | $5,433-46.0% | $2,310+27.0% |
| Participant deferral / active EE | $3,707 | $2,208+67.9% | $4,939-25.0% | $3,537+4.8% |
| Admin fee / account holder | $65 | $69-5.0% | $13,880-99.5% | $97-32.8% |