Filed April 29, 2015 (most recent of 2 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 | Direct payment from the plan; Sales l... | $49,245 |
ANTHEM FINANCIAL SERVICES2+ years Filed as: ANTHEM FINANCIAL SERVICES, LLC Service code 27 · EIN 27-2998861 | Advisory (Plan) | $7,740 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,359 | $80,177-22.2% | $123,892-49.7% | $57,658+8.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 6.28% | 17.90%-11.6pp | 47.52%-41.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,483 | $2,913+19.6% | $4,617-24.6% | $1,974+76.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $99 | $106-6.8% | $8,357-98.8% | $95+4.8% |