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 | Sales loads (front end and deferred);... | $58,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,559 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $149,293 | $45,324+229.4% | $122,332+22.0% | $69,631+114.4% |
| Participation rate | 90.5% | 59.9%+30.6pp | 71.6%+18.9pp | 70.7%+19.8pp |
| Annual return | 18.00% | 25.35%-7.4pp | 30.27%-12.3pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,658 | $1,230+116.1% | $4,050-34.4% | $2,032+30.8% |
| Participant deferral / active EE | $8,742 | $2,367+269.3% | $3,287+166.0% | $3,224+171.2% |
| Admin fee / account holder | $153 | $87+75.6% | $5,478-97.2% | $110+38.4% |