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... | $117,570 |
NATIONAL FINANCIAL SERVICES3+ 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 | $78,252 | $44,989+73.9% | $170,442-54.1% | $77,958+0.4% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 17.87% | 19.61%-1.7pp | 205.93%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,611 | $1,466+9.9% | $5,433-70.3% | $2,310-30.3% |
| Participant deferral / active EE | $7,272 | $2,208+229.4% | $4,939+47.2% | $3,537+105.6% |
| Admin fee / account holder | $27 | $69-60.2% | $13,880-99.8% | $97-71.8% |