Filed August 14, 2009 (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; Shareholder se... | $411,323 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,078 | $58,202-79.2% | $172,739-93.0% | $89,569-86.5% |
| Participation rate | 89.5% | 72.8%+16.6pp | 82.6%+6.8pp | 69.6%+19.9pp |
| Annual return | 17.64% | 61.59%-43.9pp | 802.84%-785.2pp | 34.56%-16.9pp |
| Employer contribution / active EE | $2,712 | $1,759+54.2% | $5,143-47.3% | $2,584+5.0% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $32 | $53-39.9% | $13,954-99.8% | $72-55.9% |