Filed July 7, 2014
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; Finders' fees ... | $28,310 |
SECURITIES AMERICA INC6+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $16,407 |
T R PAUL INC.1 year Filed as: PAUL SCHULTE Service code 27 · EIN 11-2551174 | Advisory (Plan) | $5,619 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,108 | $45,068-39.9% | $67,221-59.7% | $73,409-63.1% |
| Participation rate | 96.9% | 75.3%+21.5pp | 79.4%+17.5pp | 72.2%+24.7pp |
| Annual return | 14.45% | 16.15%-1.7pp | 20.72%-6.3pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,631 | $2,041-20.1% | $3,723-56.2% | $2,234-27.0% |
| Participant deferral / active EE | $2,239 | $2,660-15.8% | $4,384-48.9% | $3,805-41.2% |
| Admin fee / account holder | $44 | $111-60.1% | $5,844-99.2% | $158-71.9% |