Filed December 5, 2014 (most recent of 4 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 | Distribution (12b-1) fees; Participan... | $71,536 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $67,319 | $37,213+80.9% | $156,549-57.0% | $63,975+5.2% |
| Participation rate | 74.4% | 65.0%+9.4pp | 84.0%-9.6pp | 71.1%+3.3pp |
| Annual return | 9.26% | 47.89%-38.6pp | 32.23%-23.0pp | 48.65%-39.4pp |
| Employer contribution / active EE | $2,431 | $1,357+79.2% | $5,501-55.8% | $2,182+11.4% |
| Participant deferral / active EE | $2,506 | $2,070+21.0% | $4,871-48.6% | $3,356-25.3% |
| Admin fee / account holder | $34 | $56-39.5% | $13,027-99.7% | $70-51.6% |