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 ... | $92,351 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,675 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERIVCES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 | Securities brokerage; Securities brok... | $0 |
TIAA8+ years Service code 49 · EIN 13-1624203 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,258 | $47,722+53.5% | $82,719-11.4% | $64,808+13.0% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -17.70% | -13.05%-4.7pp | 701.18%-718.9pp | 32.82%-50.5pp |
| Employer contribution / active EE | $5,929 | $2,179+172.1% | $3,009+97.1% | $2,506+136.6% |
| Participant deferral / active EE | $6,054 | $3,329+81.8% | $4,395+37.7% | $4,310+40.5% |
| Admin fee / account holder | $71 | $143-50.2% | $5,329-98.7% | $188-62.1% |