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 | Sales loads (front end and deferred);... | $83,285 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $20,909 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $100,249 | $81,537+22.9% | $149,718-33.0% | $69,631+44.0% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.1%+10.9pp | 70.7%+27.3pp |
| Annual return | 19.23% | 22.79%-3.6pp | 1501.63%-1482.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $5,994 | $3,239+85.1% | $5,445+10.1% | $2,032+195.0% |
| Participant deferral / active EE | $5,536 | $4,994+10.8% | $6,569-15.7% | $3,224+71.7% |
| Admin fee / account holder | $172 | $107+60.6% | $11,283-98.5% | $110+55.4% |