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 | Claims processing; Direct payment fro... | $56,657 |
SECURITIES AMERICA INC9+ years Service code 16 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Consulting | $33,589 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,776 | $47,746-43.9% | $70,164-61.8% | $74,419-64.0% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.8%+16.3pp | 70.7%+24.4pp |
| Annual return | 16.10% | 18.37%-2.3pp | 18.87%-2.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,917 | $2,297-16.6% | $4,287-55.3% | $2,637-27.3% |
| Participant deferral / active EE | $2,619 | $3,187-17.8% | $5,395-51.4% | $4,528-42.2% |
| Admin fee / account holder | $92 | $567-83.8% | $4,561-98.0% | $348-73.5% |