Filed January 20, 2011 (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... | $48,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,236 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $123,089 | $41,281+198.2% | $109,313+12.6% | $57,658+113.5% |
| Participation rate | 77.8% | 59.3%+18.4pp | 71.3%+6.5pp | 70.2%+7.6pp |
| Annual return | 6.96% | 8.97%-2.0pp | 22.07%-15.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,087 | $1,201+73.7% | $3,892-46.4% | $1,974+5.7% |
| Participant deferral / active EE | $6,921 | $2,223+211.3% | $3,166+118.6% | $3,061+126.1% |
| Admin fee / account holder | $124 | $75+64.3% | $5,666-97.8% | $95+30.8% |