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; Claims ... | $71,263 |
NATIONAL FINANCIAL SERVICES6+ 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 | $98,928 | $100,801-1.9% | $149,696-33.9% | $73,409+34.8% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.5%+8.6pp | 72.2%+18.9pp |
| Annual return | 13.05% | 265.34%-252.3pp | 276.60%-263.6pp | 59.29%-46.2pp |
| Employer contribution / active EE | $4,655 | $3,312+40.6% | $4,644+0.2% | $2,234+108.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $145 | $181-19.6% | $9,309-98.4% | $158-7.9% |