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 | Claims processing; Direct payment fro... | $95,296 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,150 | $47,456+75.2% | $172,739-51.9% | $77,787+6.9% |
| Participation rate | 71.2% | 66.3%+5.0pp | 82.6%-11.4pp | 73.2%-2.0pp |
| Annual return | 21.40% | 35.57%-14.2pp | 802.84%-781.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,960 | $1,574+24.5% | $5,143-61.9% | $2,504-21.7% |
| Participant deferral / active EE | $2,855 | $2,560+11.5% | $5,198-45.1% | $3,967-28.0% |
| Admin fee / account holder | $43 | $81-47.2% | $13,954-99.7% | $100-57.4% |