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 | Investment management; Finders' fees ... | $69,093 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,399 | $88,515-38.5% | $162,163-66.5% | $67,579-19.5% |
| Participation rate | 94.0% | 86.8%+7.2pp | 87.6%+6.5pp | 71.3%+22.7pp |
| Annual return | 23.75% | 27.04%-3.3pp | 115.59%-91.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,231 | $3,563-65.5% | $5,614-78.1% | $2,148-42.7% |
| Participant deferral / active EE | $5,598 | $5,724-2.2% | $7,298-23.3% | $3,539+58.2% |
| Admin fee / account holder | $61 | $124-50.6% | $10,843-99.4% | $142-57.0% |