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 | Participant loan processing; Sharehol... | $625,533 |
Filed as: WHITE OAK ADVISORS Service code 16 · EIN 35-2552359 | Consulting | $28,307 |
BKD, LLP2+ years Filed as: BKD CPAS AND ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,300 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,306 |
MERITAIN HEALTH, INC.2+ years Filed as: MERITAIN HEALTH INC Service code 49 · EIN 16-1264154 | Other Services | $5,954 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,002 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $29,993 | $43,110-30.4% | $156,549-80.8% | $65,292-54.1% |
| Participation rate | 96.5% | 69.3%+27.1pp | 84.0%+12.5pp | 72.4%+24.0pp |
| Annual return | 7.85% | 11.24%-3.4pp | 32.23%-24.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $1,748 | $1,702+2.7% | $5,501-68.2% | $2,302-24.1% |
| Participant deferral / active EE | $3,409 | $2,520+35.3% | $4,871-30.0% | $3,579-4.7% |
| Admin fee / account holder | $73 | $47+55.6% | $13,027-99.4% | $57+28.1% |