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; Account... | $58,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,308 |
NATIONAL FINANCIAL SERVICES4+ 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 | $144,482 | $39,898+262.1% | $121,196+19.2% | $55,725+159.3% |
| Participation rate | 88.2% | 61.2%+27.0pp | 71.7%+16.5pp | 70.9%+17.4pp |
| Annual return | -4.53% | -0.96%-3.6pp | 16.93%-21.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,729 | $1,295+110.7% | $4,022-32.1% | $2,078+31.3% |
| Participant deferral / active EE | $8,897 | $2,439+264.8% | $3,344+166.0% | $3,356+165.1% |
| Admin fee / account holder | $147 | $95+54.6% | $5,019-97.1% | $115+27.6% |