Filed August 9, 2011
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 | Recordkeeping and information managem... | $69,241 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,120 |
TIAA4+ years Service code 49 · EIN 13-1624203 | Other Services | $779 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERIVCES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 | 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 | $52,354 | $43,999+19.0% | $79,464-34.1% | $55,725-6.1% |
| Participation rate | 79.8% | 66.9%+12.9pp | 73.3%+6.5pp | 70.9%+9.0pp |
| Annual return | -4.48% | 1.81%-6.3pp | 718.14%-722.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,009 | $1,830+64.5% | $2,800+7.5% | $2,078+44.8% |
| Participant deferral / active EE | $3,157 | $2,538+24.4% | $3,704-14.8% | $3,356-5.9% |
| Admin fee / account holder | $57 | $118-51.1% | $5,113-98.9% | $115-50.1% |