Filed September 4, 2008
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 | Direct payment from the plan; Finders... | $7,274 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,218 | $46,732-35.3% | $156,549-80.7% | $55,167-45.2% |
| Participation rate | 94.7% | 65.8%+28.9pp | 84.0%+10.7pp | 69.0%+25.7pp |
| Annual return | 6.68% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $534 | $2,105-74.6% | $5,501-90.3% | $1,963-72.8% |
| Participant deferral / active EE | $2,333 | $2,204+5.8% | $4,871-52.1% | $3,054-23.6% |
| Admin fee / account holder | $5 | $418-98.8% | $13,027-100.0% | $504-99.0% |