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 | Distribution (12b-1) fees; Investment... | $451,734 |
NATIONAL FINANCIAL SERVICES3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,051 | $66,513-78.9% | $178,490-92.1% | $106,222-86.8% |
| Participation rate | 74.2% | 73.8%+0.4pp | 81.9%-7.7pp | 70.8%+3.4pp |
| Annual return | 12.73% | 21.81%-9.1pp | 151.07%-138.3pp | 21.69%-9.0pp |
| Employer contribution / active EE | $2,359 | $1,776+32.8% | $5,011-52.9% | $2,723-13.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $31 | $53-42.7% | $13,984-99.8% | $78-60.9% |