Filed February 10, 2009
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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Service code 53 · EIN 11-2551174 | Insurance Commissions | $8,506 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $350 |
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 | $35,747 | $46,732-23.5% | $156,549-77.2% | $55,167-35.2% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | 8.94% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,754 | $2,105-16.7% | $5,501-68.1% | $1,963-10.6% |
| Participant deferral / active EE | $2,987 | $2,204+35.5% | $4,871-38.7% | $3,054-2.2% |
| Admin fee / account holder | $31 | $418-92.5% | $13,027-99.8% | $504-93.8% |