Filed March 25, 2012
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; Float revenue;... | $14,177 |
NATIONAL FINANCIAL SERVICES1+ 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.
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 | $9,685 | $37,039-73.9% | $147,614-93.4% | $59,188-83.6% |
| Participation rate | 33.8% | 63.8%-30.0pp | 84.6%-50.8pp | 69.4%-35.6pp |
| Annual return | 23.00% | 7.19%+15.8pp | 61.98%-39.0pp | 5.51%+17.5pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,139 | $2,094-45.6% | $4,895-76.7% | $3,265-65.1% |
| Admin fee / account holder | $33 | $60-45.5% | $11,611-99.7% | $92-64.4% |