Filed March 18, 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... | $106,064 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | 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 | $69,168 | $37,039+86.7% | $147,614-53.1% | $59,188+16.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.23% | 7.19%-7.0pp | 61.98%-61.7pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,274 | $1,353-5.8% | $5,564-77.1% | $2,098-39.3% |
| Participant deferral / active EE | $7,577 | $2,094+261.9% | $4,895+54.8% | $3,265+132.1% |
| Admin fee / account holder | $36 | $60-40.3% | $11,611-99.7% | $92-61.0% |