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 fees; Participant commu... | $77,218 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,975 |
TIAA5+ years Service code 49 · EIN 13-1624203 | Other Services | $2,100 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERIVCES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 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 | $64,182 | $54,237+18.3% | $90,281-28.9% | $67,579-5.0% |
| Participation rate | 88.8% | 68.6%+20.2pp | 73.3%+15.5pp | 71.3%+17.5pp |
| Annual return | 23.06% | 37.27%-14.2pp | 78.10%-55.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $4,096 | $1,846+121.9% | $2,854+43.5% | $2,148+90.7% |
| Participant deferral / active EE | $4,076 | $2,625+55.3% | $3,885+4.9% | $3,539+15.2% |
| Admin fee / account holder | $63 | $123-49.1% | $5,351-98.8% | $142-55.9% |