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 | Investment management; Finders' fees ... | $638,982 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 | Consulting | $270,336 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $64 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $40,546 | $56,095-27.7% | $178,490-77.3% | $90,288-55.1% |
| Participation rate | 98.6% | 65.6%+33.0pp | 81.9%+16.7pp | 73.4%+25.2pp |
| Annual return | 16.70% | 28.81%-12.1pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $3,529 | $1,572+124.4% | $5,011-29.6% | $2,524+39.8% |
| Participant deferral / active EE | $4,958 | $2,669+85.8% | $5,202-4.7% | $4,232+17.1% |
| Admin fee / account holder | $116 | $101+14.8% | $13,984-99.2% | $114+1.3% |