Filed August 31, 2011 (most recent of 2 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 | Shareholder servicing fees; Float rev... | $76,982 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,396 | $80,005-38.3% | $140,016-64.7% | $55,725-11.4% |
| Participation rate | 71.8% | 87.0%-15.2pp | 87.5%-15.7pp | 70.9%+1.0pp |
| Annual return | -1.81% | 0.46%-2.3pp | 651.12%-652.9pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,488 | $3,403-56.3% | $5,606-73.5% | $2,078-28.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $64 | $116-44.8% | $10,705-99.4% | $115-44.5% |