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 37 · EIN 04-2647786 | Loan Processing | $1,869 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $1,756 |
NATIONAL FINANCIAL SERVICES6+ 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 | $172,544 | $54,121+218.8% | $134,143+28.6% | $73,409+135.0% |
| Participation rate | 90.7% | 64.4%+26.3pp | 72.2%+18.5pp | 72.2%+18.5pp |
| Annual return | 16.12% | -312.52%+328.6pp | 36.33%-20.2pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,979 | $1,402+112.5% | $3,704-19.6% | $2,234+33.4% |
| Participant deferral / active EE | $9,562 | $2,844+236.2% | $3,499+173.3% | $3,805+151.3% |
| Admin fee / account holder | $9 | $132-93.1% | $6,684-99.9% | $158-94.2% |