Filed March 8, 2013
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 | Finders' fees / placement fees; Claim... | $254,588 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $36,622 |
BKD, LLP1+ years Filed as: BKD CPAS AND ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $12,800 |
MERITAIN HEALTH, INC.1+ years Filed as: MERITAIN HEALTH INC Service code 49 · EIN 16-1264154 | Other Services | $8,713 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $627 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,853 | $63,964-54.9% | $147,614-80.5% | $67,505-57.3% |
| Participation rate | 92.0% | 68.6%+23.4pp | 84.6%+7.4pp | 71.2%+20.8pp |
| Annual return | 5.86% | 9.05%-3.2pp | 61.98%-56.1pp | 6.52%-0.7pp |
| Employer contribution / active EE | $1,534 | $1,618-5.2% | $5,564-72.4% | $2,173-29.4% |
| Participant deferral / active EE | $3,207 | $2,589+23.9% | $4,895-34.5% | $3,597-10.8% |
| Admin fee / account holder | $38 | $43-12.1% | $11,611-99.7% | $56-33.0% |