Filed May 21, 2012 (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 | Shareholder servicing fees; Sales loa... | $95,988 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,645 | $68,413+26.6% | $123,104-29.6% | $55,191+57.0% |
| Participation rate | 97.1% | 84.5%+12.6pp | 86.8%+10.4pp | 69.2%+28.0pp |
| Annual return | 1.42% | 6.30%-4.9pp | 13.22%-11.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $5,171 | $3,050+69.5% | $5,151+0.4% | $1,899+172.3% |
| Participant deferral / active EE | $5,280 | $4,490+17.6% | $6,230-15.2% | $3,046+73.3% |
| Admin fee / account holder | $244 | $88+178.4% | $9,015-97.3% | $91+169.3% |