Filed February 19, 2010
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; Distribution (12b-... | $104,192 |
NATIONAL FINANCIAL SERVICES2+ 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 | $57,335 | $36,916+55.3% | $156,549-63.4% | $57,658-0.6% |
| Participation rate | 67.2% | 63.4%+3.7pp | 84.0%-16.8pp | 70.2%-3.1pp |
| Annual return | 5.94% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,614 | $1,571+2.7% | $5,501-70.7% | $1,974-18.2% |
| Participant deferral / active EE | $3,070 | $1,926+59.4% | $4,871-37.0% | $3,061+0.3% |
| Admin fee / account holder | $154 | $82+87.3% | $13,027-98.8% | $95+63.4% |