Filed March 13, 2008
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 | Claims processing; Direct payment fro... | $359,532 |
TAYLOR SECURITIES1 year Filed as: TAYLOR COMMUNICATIONS Service code 38 · EIN 41-0852411 | Participant Communication | $46,324 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,263 | $26,810-17.0% | $76,523-70.9% | $73,367-69.7% |
| Participation rate | 22.4% | 34.6%-12.2pp | 68.0%-45.6pp | 69.5%-47.0pp |
| Annual return | -4.98% | 17.04%-22.0pp | -0.27%-4.7pp | 173.45%-178.4pp |
| Employer contribution / active EE | $181 | $503-63.9% | $2,647-93.2% | $2,499-92.7% |
| Participant deferral / active EE | $643 | $1,312-51.0% | $3,835-83.2% | $4,033-84.1% |
| Admin fee / account holder | $66 | $71-7.3% | $4,848-98.6% | $68-4.1% |