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 | Direct payment from the plan; Shareho... | $50,350 |
SECURITIES AMERICA INC8+ years Service code 16 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Consulting | $34,403 |
NATIONAL FINANCIAL SERVICES3 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 | $22,583 | $43,709-48.3% | $61,491-63.3% | $64,808-65.2% |
| Participation rate | 95.8% | 69.2%+26.6pp | 79.3%+16.5pp | 71.5%+24.3pp |
| Annual return | -16.95% | -9.98%-7.0pp | -12.98%-4.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,739 | $2,113-17.7% | $4,246-59.0% | $2,506-30.6% |
| Participant deferral / active EE | $2,362 | $3,022-21.8% | $5,188-54.5% | $4,310-45.2% |
| Admin fee / account holder | $88 | $131-33.0% | $4,312-98.0% | $188-53.2% |