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 loan ... | $68,246 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,900 |
TIAA6+ years Service code 49 · EIN 13-1624203 | Other Services | $2,803 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERIVCES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 | 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 | $81,675 | $52,670+55.1% | $90,404-9.7% | $73,409+11.3% |
| Participation rate | 96.6% | 67.7%+28.9pp | 72.7%+23.9pp | 72.2%+24.4pp |
| Annual return | 19.58% | 20.70%-1.1pp | 1293.02%-1273.4pp | 59.29%-39.7pp |
| Employer contribution / active EE | $5,650 | $1,872+201.9% | $3,262+73.2% | $2,234+152.9% |
| Participant deferral / active EE | $5,533 | $2,807+97.1% | $3,963+39.6% | $3,805+45.4% |
| Admin fee / account holder | $59 | $117-49.6% | $5,611-99.0% | $158-62.7% |