Filed April 12, 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 |
|---|---|---|
NATIONAL FINANCIAL SERVICES1+ years Service code 12 · EIN 04-3523567 | Investment management; Direct payment... | $0 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $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 | $54,278 | $37,039+46.5% | $147,614-63.2% | $59,188-8.3% |
| Participation rate | 67.7% | 63.8%+4.0pp | 84.6%-16.9pp | 69.4%-1.7pp |
| Annual return | -0.61% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $2,270 | $1,353+67.8% | $5,564-59.2% | $2,098+8.2% |
| Participant deferral / active EE | $2,961 | $2,094+41.4% | $4,895-39.5% | $3,265-9.3% |
| Admin fee / account holder | $42 | $60-30.7% | $11,611-99.6% | $92-54.7% |