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 fees; Distribution (12b... | $59,465 |
NATIONAL FINANCIAL SERVICES9+ 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 | $125,438 | $95,274+31.7% | $135,903-7.7% | $74,419+68.6% |
| Participation rate | 99.0% | 78.2%+20.9pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 19.76% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,498 | $7,782-3.6% | $7,758-3.3% | $4,528+65.6% |
| Admin fee / account holder | $137 | $266-48.7% | $10,762-98.7% | $348-60.7% |