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; Participant co... | $48,954 |
SECURITIES AMERICA INC7+ years Service code 16 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Consulting | $34,271 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,748 | $53,977-48.6% | $76,080-63.5% | $86,799-68.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 72.3%+27.7pp |
| Annual return | 12.93% | 14.64%-1.7pp | 42.50%-29.6pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,678 | $2,300-27.0% | $3,962-57.6% | $2,405-30.2% |
| Participant deferral / active EE | $2,308 | $2,980-22.5% | $4,905-52.9% | $4,131-44.1% |
| Admin fee / account holder | $87 | $108-19.0% | $4,883-98.2% | $170-48.5% |