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 | Shareholder servicing fees; Recordkee... | $281,679 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $30,014 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $20,346 |
MERITAIN HEALTH, INC.2 years Service code 16 · EIN 16-1264154 | Consulting | $18,948 |
JELLYVISION LAB, INC.1 year Service code 16 · EIN 36-4442819 | Consulting | $9,750 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $884 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $37,164 | $53,565-30.6% | $172,739-78.5% | $82,204-54.8% |
| Participation rate | 99.1% | 69.6%+29.5pp | 82.6%+16.5pp | 73.4%+25.7pp |
| Annual return | 22.99% | 31.42%-8.4pp | 802.84%-779.8pp | 26.31%-3.3pp |
| Employer contribution / active EE | $1,841 | $1,857-0.8% | $5,143-64.2% | $2,707-32.0% |
| Participant deferral / active EE | $3,878 | $3,006+29.0% | $5,198-25.4% | $4,246-8.7% |
| Admin fee / account holder | $31 | $61-49.7% | $13,954-99.8% | $76-59.2% |