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 | Claims processing; Shareholder servic... | $58,501 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,805 | $104,317+33.1% | $159,436-12.9% | $86,799+59.9% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.8%+11.4pp | 72.3%+22.0pp |
| Annual return | 14.76% | 26.32%-11.6pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,838 | $6,837+14.6% | $7,352+6.6% | $4,131+89.7% |
| Admin fee / account holder | $145 | $172-15.9% | $10,799-98.7% | $170-14.6% |