Filed December 2, 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 | Participant communication; Recordkeep... | $160,609 |
NATIONAL FINANCIAL SERVICES7+ 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 | $55,843 | $58,290-4.2% | $98,442-43.3% | $86,799-35.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 17.75% | 43.48%-25.7pp | 1492.73%-1475.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $5,670 | $2,008+182.4% | $2,960+91.6% | $2,405+135.7% |
| Participant deferral / active EE | $5,689 | $3,152+80.5% | $4,276+33.0% | $4,131+37.7% |
| Admin fee / account holder | $130 | $138-5.4% | $5,949-97.8% | $170-23.2% |