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 | Direct payment from the plan; Partici... | $74,945 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
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 | $74,881 | $44,989+66.4% | $170,442-56.1% | $77,958-3.9% |
| Participation rate | 75.5% | 64.6%+10.9pp | 83.6%-8.1pp | 71.6%+3.8pp |
| Annual return | 16.32% | 19.61%-3.3pp | 205.93%-189.6pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,739 | $1,466+18.6% | $5,433-68.0% | $2,310-24.7% |
| Participant deferral / active EE | $2,693 | $2,208+22.0% | $4,939-45.5% | $3,537-23.9% |
| Admin fee / account holder | $35 | $69-49.7% | $13,880-99.8% | $97-64.4% |