Filed December 29, 2010
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 | Investment management; Finders' fees ... | $10,890 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,454 |
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 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 | $148,267 | $63,355+134.0% | $91,989+61.2% | $72,985+103.1% |
| Participation rate | 98.0% | 72.5%+25.5pp | 78.6%+19.4pp | 69.5%+28.5pp |
| Annual return | 30.49% | 35.35%-4.9pp | 69.02%-38.5pp | 81.00%-50.5pp |
| Employer contribution / active EE | $9,277 | $2,116+338.5% | $3,452+168.8% | $2,440+280.2% |
| Participant deferral / active EE | $14,209 | $4,883+191.0% | $5,923+139.9% | $3,607+293.9% |
| Admin fee / account holder | $182 | $4,668-96.1% | $7,743-97.7% | $5,124-96.5% |