Filed August 25, 2010 (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 | Sales loads (front end and deferred);... | $368,684 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,938 | $70,115-63.0% | $70,515-63.2% | $80,160-67.6% |
| Participation rate | 98.2% | 71.7%+26.5pp | 68.3%+29.8pp | 72.9%+25.3pp |
| Annual return | 15.98% | 134.51%-118.5pp | 32.77%-16.8pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,030 | $3,021-65.9% | $2,973-65.3% | $2,978-65.4% |
| Participant deferral / active EE | $5,088 | $4,495+13.2% | $4,567+11.4% | $5,017+1.4% |
| Admin fee / account holder | $79 | $112-29.7% | $6,412-98.8% | $145-45.5% |