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 | Recordkeeping fees; Securities broker... | $81,456 |
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 | $45,224 | $80,005-43.5% | $140,016-67.7% | $55,725-18.8% |
| Participation rate | 90.8% | 87.0%+3.8pp | 87.5%+3.3pp | 70.9%+20.0pp |
| Annual return | -0.59% | 0.46%-1.0pp | 651.12%-651.7pp | 244.93%-245.5pp |
| Employer contribution / active EE | $1,381 | $3,403-59.4% | $5,606-75.4% | $2,078-33.6% |
| Participant deferral / active EE | $5,322 | $5,264+1.1% | $6,927-23.2% | $3,356+58.6% |
| Admin fee / account holder | $69 | $116-40.7% | $10,705-99.4% | $115-40.5% |