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 | Account maintenance fees; Participant... | $942,250 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $111,387 | $92,153+20.9% | $76,817+45.0% | $82,204+35.5% |
| Participation rate | 94.1% | 79.4%+14.7pp | 72.1%+22.0pp | 73.4%+20.7pp |
| Annual return | 27.74% | 21.12%+6.6pp | 1166.11%-1138.4pp | 26.31%+1.4pp |
| Employer contribution / active EE | $4,560 | $3,043+49.8% | $2,302+98.1% | $2,707+68.4% |
| Participant deferral / active EE | $5,895 | $4,304+37.0% | $3,336+76.7% | $4,246+38.8% |
| Admin fee / account holder | $78 | $70+11.3% | $6,420-98.8% | $76+3.4% |