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 | Float revenue; Securities brokerage c... | $58,522 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,014 | $86,897-26.3% | $151,611-57.8% | $64,808-1.2% |
| Participation rate | 96.7% | 87.3%+9.5pp | 87.5%+9.2pp | 71.5%+25.3pp |
| Annual return | -14.56% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,415 | $4,010-64.7% | $6,166-77.1% | $2,506-43.5% |
| Participant deferral / active EE | $7,224 | $6,690+8.0% | $8,363-13.6% | $4,310+67.6% |
| Admin fee / account holder | $56 | $153-63.6% | $11,616-99.5% | $188-70.3% |