Filed December 5, 2007 (most recent of 2 filings on file)
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; Claims ... | $165,394 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,675 | $79,124+176.4% | $60,874+259.2% | $64,808+237.4% |
| Participation rate | 98.0% | 77.7%+20.3pp | 73.1%+24.9pp | 71.5%+26.5pp |
| Annual return | -15.17% | -7.13%-8.0pp | 16.90%-32.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $13,099 | $3,050+329.5% | $2,701+384.9% | $2,506+422.7% |
| Participant deferral / active EE | $12,125 | $3,725+225.5% | $3,817+217.7% | $4,310+181.3% |
| Admin fee / account holder | $149 | $106+41.0% | $3,224-95.4% | $188-20.7% |