Filed March 31, 2011 (most recent of 5 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; Float r... | $874,540 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,873 | $73,367+8.9% | $68,793+16.1% | $73,367+8.9% |
| Participation rate | 89.6% | 69.5%+20.1pp | 72.2%+17.3pp | 69.5%+20.1pp |
| Annual return | -7.95% | 173.45%-181.4pp | -4.63%-3.3pp | 173.45%-181.4pp |
| Employer contribution / active EE | $3,427 | $2,499+37.1% | $2,625+30.6% | $2,499+37.1% |
| Participant deferral / active EE | $4,399 | $4,033+9.1% | $3,311+32.9% | $4,033+9.1% |
| Admin fee / account holder | $62 | $68-9.2% | $5,131-98.8% | $68-9.2% |