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 | Direct payment from the plan; Finders... | $98,198 |
NATIONAL FINANCIAL SERVICES2+ 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 | $70,691 | $37,213+90.0% | $156,549-54.8% | $63,975+10.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 7.93% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,475 | $1,357+8.7% | $5,501-73.2% | $2,182-32.4% |
| Participant deferral / active EE | $6,813 | $2,070+229.1% | $4,871+39.9% | $3,356+103.0% |
| Admin fee / account holder | $29 | $56-49.4% | $13,027-99.8% | $70-59.5% |