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 | Distribution (12b-1) fees; Shareholde... | $143,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,982 | $47,722-1.5% | $82,719-43.2% | $64,808-27.5% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.42% | -13.05%-2.4pp | 701.18%-716.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $5,652 | $2,179+159.4% | $3,009+87.9% | $2,506+125.6% |
| Participant deferral / active EE | $6,393 | $3,329+92.0% | $4,395+45.5% | $4,310+48.3% |
| Admin fee / account holder | $113 | $143-21.2% | $5,329-97.9% | $188-40.0% |