Filed January 31, 2007 (most recent of 3 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 | Recordkeeping fees; Float revenue; Pa... | $322,664 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO., INC. Service code 16 · EIN 13-5657518 | Consulting | $46,014 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,663 | $63,964-56.8% | $147,614-81.3% | $67,505-59.0% |
| Participation rate | 75.3% | 68.6%+6.7pp | 84.6%-9.3pp | 71.2%+4.1pp |
| Annual return | 13.52% | 9.05%+4.5pp | 61.98%-48.5pp | 6.52%+7.0pp |
| Employer contribution / active EE | $398 | $1,618-75.4% | $5,564-92.9% | $2,173-81.7% |
| Participant deferral / active EE | $2,157 | $2,589-16.7% | $4,895-55.9% | $3,597-40.0% |
| Admin fee / account holder | $62 | $43+44.8% | $11,611-99.5% | $56+10.3% |