Filed July 9, 2015
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 | Recordkeeping and information managem... | $45,424 |
KOVACK SECURITIES INC1+ years Filed as: KOVACK ADVISORS Service code 16 · EIN 20-0981614 | Consulting | $19,064 |
L M KOHN & COMPANY1+ years Filed as: L.M. KOHN & COMPANY Service code 16 · EIN 31-1311805 | Consulting | $10,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $387 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $95,511 | $72,770+31.3% | $67,652+41.2% | $55,191+73.1% |
| Participation rate | 97.6% | 78.8%+18.8pp | 75.7%+21.9pp | 69.2%+28.4pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,391 | $1,769+204.7% | $2,266+137.9% | $1,899+183.9% |
| Participant deferral / active EE | $5,625 | $3,408+65.1% | $3,560+58.0% | $3,046+84.7% |
| Admin fee / account holder | $91 | $79+15.3% | $4,821-98.1% | $91+0.1% |