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 | Recordkeeping and information managem... | $57,286 |
NATIONAL FINANCIAL SERVICES8+ 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 | $115,150 | $82,202+40.1% | $125,339-8.1% | $64,808+77.7% |
| Participation rate | 89.9% | 77.9%+12.0pp | 82.4%+7.5pp | 71.5%+18.4pp |
| Annual return | -13.48% | 3.48%-17.0pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,379 | $7,175+2.8% | $7,446-0.9% | $4,310+71.2% |
| Admin fee / account holder | $138 | $163-15.4% | $10,010-98.6% | $188-26.5% |